[MODULE 3]

Sales and invoicing

Every sale tracked from quote to payment, invoices in one click, and customers reminded on time.

11 lessons≈ 1 h 14EssentialAdvancedDiscovery
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What you gain

Nothing gets lostQuotes, orders, payments and returns are all linked to the same customer.
Clean documentsInvoices and quotes in your style, sent by WhatsApp or by email.
Know who owes whatPartial payments and balances due are tracked order by order.

The lessons

  1. 1Create an order (with or without a customer, with an earlier date)Your first order is recorded, with its customer, its products and its payment.Essential8 min
  2. 2Understand and change an order's status (payment, delivery, cancellation)You can see at a glance where each order stands, and you know how to mark it delivered, put it back on hold or cancel it.Essential7 min
  3. 3Create a quote (proforma) and convert it into an orderYour quote is sent to the customer, and you convert it into an order as soon as they accept.Essential5 min
  4. 4Apply a discount or promo code to an orderYou apply a discount or promo code to an order, and the total is recalculated.Essential7 min
  5. 5Edit, duplicate or cancel an order that is already savedYou correct an order before it is paid, and you know what to do when it is already paid.Essential6 min
  6. 6Invoice an order: generate, download and send the invoiceYou give your customer a PDF invoice or a link they can open, print and pay online.Essential7 min
  7. 7Record a payment, a deposit or a partial payment on an orderEvery payment received, in full or in part, is recorded on its order, and you can see what is left to pay.Essential8 min
  8. 8Process a product return, a refund or a credit noteYou know how to record a return, get it approved, and what it turns into: stock, credit note or refund.Essential8 min
  9. 9Subscriptions: recurring orders and expensesAn order or an expense recreates itself on its own at each due date.Advanced6 min
  10. 10Get notified of a new order or a payment receivedYou are notified of every payment received, and of orders placed online, on the channel of your choice.Discovery4 min
  11. 11Customize your invoices, quotes and receipts (logo, legal mentions, numbering)Your invoices, quotes and receipts carry your logo, your legal mentions and the numbering you chose.Advanced8 min