BETA · testing phase. Data may be reset without notice — keep your own backups, verify all figures, and use at your own risk. Not a substitute for a licensed accountant.
Training Center

Sales Orders

Confirm an order before fulfilment and invoicing. Basic ~2 min

Walkthrough video — coming soon
Follow the steps below in the meantime.
Step-by-step
  1. Revenue → Sales Orders → New.
  2. Add items and confirm.
  3. Fulfil, then convert to invoice.
Try it now
Recording script (for video producers) 
TITLE: Sales Orders  (target 2 min, Basic)
HOOK (0-5s): "Confirm an order before fulfilment and invoicing."
ON SCREEN: open /revenue/sales-orders
STEP 1 — say: "Revenue → Sales Orders → New."  (show the matching click)
STEP 2 — say: "Add items and confirm."  (show the matching click)
STEP 3 — say: "Fulfil, then convert to invoice."  (show the matching click)
CLOSE: "That's it — you can try it now from the button below."