Sales & invoicing

How operators work with Sales, Sales CRM Bridge, and Invoicing from quotation to payment.

Prerequisites

Install order: Products, Contacts, CRM, Sales, Sales CRM Bridge, Invoicing (account).

Document flow

Quotation (draft) → Quotation sent → Sales order → Customer invoice → Payment

Automation: confirming a sales order triggers a draft customer invoice (when Invoicing is installed). Posting and payment are separate steps.

Quotations

1. Open Sales → Quotations.
2. Select customer, add order lines (products, qty, price).
3. Send marks quotation sent; Confirm creates a sales order (state = sale).

Quotations from CRM: when an opportunity is Won, a draft quotation may already exist (Sales CRM Bridge).

Sales orders

Confirmed orders show invoice status:

Customer invoices

1. Open Invoicing → Customer invoices (or follow link from sales order).
2. Review draft invoice lines (often auto-created from the order).
3. Post the invoice to finalize accounting entries.
4. Register payment when money is received — invoice becomes Paid.

Credit notes

Use the reverse action on a posted invoice to create a credit note (reversal wizard).

Reports

Enable Report on list views (administrator) to export orders or invoices to CSV/PDF. See Export and import.

What needs an engineer

• Custom pricing rules
• New PDF print layouts beyond defaults
• Payment gateway integration

See also

• Sales app
• Invoicing app
• Lead-to-cash

Sumeru is pre-alpha (no tagged release, no upgrades). Part of Project Meru.