Sales cycle at a glance

Purpose

See the quote-to-cash path and pick the shortest document chain for the job. You do not have to raise every document.
Screen: Sales → Sales Document, then the document you need. Reports: Sales → Sales Report.
When the customer still owes you, finish on a Sales Invoice. When they pay now, finish on Cash Sales.

C2 — Quotation. A price offer. It does not post to the customer, the bank, or stock.
C3 — Sales order. An accepted order before you deliver or bill.
C4 — Delivery order. Goods leaving you. Premium stock quantity goes out. The customer does not owe you yet.
C5 — Sales invoice. They still owe you. Collect later with a receipt.
C6 — Cash sales. Paid now. Money goes into Received In. Nothing stays outstanding.
C7 — Fast sales entry. Many simple credit invoices, one row each, no line items.
C8 — Customer receipt and knock-off. They paid an invoice. Put the money in the bank and apply it to the bills.
C9 — Deposit, refund, debit note, credit note. Advance, extra charge, return, or money back.
C10 — Sales reports. Who owes you, what is due, aging, statement, and past prices.

Quotation, Sales Order, Delivery Order, Sales Invoice, Cash Sales, Receipt, Deposit, Refund, Debit Note, and Credit Note are under Sales → Sales Document.
Knock-off after the fact: Sales → Sales Document → Maintain Knock-Off.
Reports: Sales → Sales Report.

On AI Agents, open Sales & money in.
Bill a customer — sales invoice (they still owe you).
Cash sale, or Record a cash sale — cash sales (paid now).
Credit note, or Issue a credit note — customer credit note.
Customer receipt, or Receive payment from a customer — receipt and knock-off.
Money received — cash-book receipt. That is money in that is not collecting an invoice.
There is no wizard for quotation, sales order, delivery order, Fast Sales, deposit, debit note, refund, or reports. Ask “how to…” for those guides.
Do not type “how to bill a customer” if you want the live invoice wizard. Use the chip Bill a customer.

Company dates are saved. New work is dated on or after System Conversion Date. Unpaid bills from the old system are past invoices, not this cycle.
Customers exist. Credit terms, agent, and area exist if the customer screen requires them.
Default Sales and Cash Sales accounts on Account Setup, so the line Account fills itself.
Bank or cash accounts on the chart of accounts if you will take payment.
Document numbers exist. Leave Bill No. or Voucher No. blank to use Next No.
Premium: stock items and locations if you sell inventory.

Choose the chain below. Skip documents you do not need.
Create the first document with New, or F2 from the listing.
To continue the chain: on the listing, select the row, then Transfer (same customer; the source becomes Transfer) or Copy (new document; the source stays). Tick the destination, then Transfer or Create. Edit and Save.
Collect later with Receipt. Check who still owes you on Aging or Statement.
You can go straight to Sales Invoice or Cash Sales. Quotation → sales order → delivery order is optional.

Price offer only. Raise Quotation. Skip the sales order, delivery order, and invoice until they accept.
They accepted; deliver later. Quotation is optional, then Sales Order. Skip the invoice until you bill.
Goods leave the warehouse. Delivery Order, from a sales order or new.
Credit sale (pay later). Sales Invoice, from a quotation, sales order, delivery order, or new. Skip cash sales.
Walk-in, paid now. Cash Sales. Skip invoice plus receipt.
Many simple credit bills, no line items. Fast Sales Entry.
Customer paid an invoice. Receipt. Skip cash-book Money received.
Advance before you bill. Deposit. Skip receipt until you have invoices.
Return or overcharge, and they still owe less. Credit Note. Skip refund.
Extra charge after the invoice. Debit Note. A new invoice is only if you prefer a new bill.
Money back after they paid. Refund.

Copy: one or more documents, even from different customers. The source stays as it was. Destinations include Quote, Sales Order, Delivery Order, Sales Invoice, Cash Sales, and purchase types.
Transfer: one or more documents for the same customer. The source status becomes Transfer. Destinations: Sales Order, Delivery Order, Sales Invoice, Cash Sales.

Quotation. No customer balance, no bank, no stock.
Sales Order. No customer balance, no bank, no stock.
Delivery Order. No customer balance, no bank. Stock quantity out (Premium, if the line has an item).
Sales Invoice. They owe you. No bank. Stock quantity out.
Cash Sales. No outstanding. Money in (Received In). Stock quantity out.
Receipt. Reduces what they owe. Money in. No stock.
Deposit. Advance held. Money in. No stock.
Debit Note. They owe more. No bank. Stock quantity out if the lines have items.
Credit Note. They owe less. No bank. Stock quantity in if items are returned.
Refund. Reduces the balance after payment. Money out. No stock.
Bank money that is not collecting a customer invoice is Bank → cash-book receipt, not Sales → Receipt.

On Quotation, Sales Order, Delivery Order, Sales Invoice, and Cash Sales listings.
Filter Customer, Start Date, End Date, status, and Project. Click the magnifying glass (Search, F9).
New (file-plus, or F2 / ESC on some listings) opens a blank document.
Double-click a row, or Edit, to open it.
Tick rows, then the dust-bin or the Delete key, to delete.
PDF icon: listing print, or print selected documents. Sales Invoice and Cash Sales also print by date range or Bill Number range.
Save As New on an open document: Next No. as the new number, or the light-red save for a manual Bill No.
Envelope: email the document. The customer must have an email on Maintain Customer.
Default listing for quotation, sales order, and delivery order: pending (not transferred, not cancelled), newest date first.

Not sure invoice vs cash sale. Still owing: Sales Invoice. Paid now: Cash Sales.
Receipt will not find the bill. You used Cash Sales (nothing outstanding), or the invoice is already knocked off.
Transfer does nothing useful. Select rows first. Transfer needs the same customer on all selected rows.
Stock did not move on a quote. Expected. Stock moves on delivery order, sales invoice, cash sales, debit note, and credit note (return).
“How to bill a customer” did not post. That searches this guide. Use the chip Bill a customer.