The Sales Orders list

The Sales Orders list shows your sales orders, how much of each has been delivered and invoiced, and its status. From it you open an order, convert it into an invoice for what is still owed, raise a progress claim for a percentage of a contract, copy it or delete it.

Opening the list

Customers ▸ Sales Orders (under Transactions).

The toolbar

The columns

The footer reads Sales orders reserve nothing and take no payment — the invoice does both and Enter opens the order · Convert raises an invoice for what is still owed. The table can be filtered, emailed and exported like any list.

Opening an order

Double-click a row (or Enter). The order page shows:

• Sales order (number), its date, and For (customer) · a commitment to buy; no payment is due and no stock moves;
• CUSTOMER, BILLING ADDRESS and SHIPPING ADDRESS;
• its delivery status — Ordered, Part delivered or Delivered, with a sentence such as Part delivered — 6 of 10… or Nothing delivered yet. Converting raises an invoice for all…;
• the lines: ITEM, ORDERED, DELIVERED, TO GO, UNIT, AMOUNT;
• Subtotal, Discount, Shipping, Tax and Order total;
• Progress: Ordered, Delivered, Still to go,.

On the right: Send the order (print, save PDF, email, WhatsApp), Package slip, Convert to Invoice and Claim a percentage. Converting charges it at the AGREED prices, for what is still to go — or Fully delivered — there is nothing left to invoice.

Invoicing a sales order

1. Click Convert on the row, or Convert to Invoice on the order.
2. SeroBooks loads the order into Create Invoices with each line's outstanding quantity at the agreed price: Order (number) loaded — outstanding quantities at the agreed prices. Charge to fulfil. A green bar reads Fulfilling order (number) — charging updates what is still owed.
3. Reduce quantities to what is actually going out now (or remove lines), and add anything else.
4. Save the invoice — on account or paid — as usual.

The order's progress updates: lines invoiced in full are done, the rest stay outstanding, and the status moves from Ordered to Partial to Completed. Invoicing the order again later picks up only what is still to go, so nothing is invoiced twice. Cancel on the green bar abandons the invoice without touching the order.

Converting needs the Fulfil / Invoice Order right on Sales Orders.

Progress claims (a percentage of the contract)

For a contract invoiced in stages — 30% at foundations, 30% at frame, 40% at handover — click Claim % (or Claim a percentage):

Click Build the invoice. The claim is loaded into Create Invoices as a share of each line; save it as usual. Messages: Enter the percentage claimed to date.; That is at or below what has already been claimed.; That claim comes to nothing.

Other actions

Common problems

Related articles

• Create Sales Orders
• Sales Order Fulfillment Worksheet
• Create Invoices
• Income Tracker