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Sales & CRM
5 articles
Manage the full sales cycle from quote to collected payment.
Creating a Sales Order
Step-by-step: create, line items, taxes, and confirm a sales order.
Sales Order Workflow
Understand order statuses: Draft → Confirmed → Invoiced → Closed.
Generating Invoices
Convert a sales order to an invoice and send it to your customer.
Recording Customer Payments
Apply full or partial payments and track outstanding balances.
Credit Memos & Refunds
Issue credit notes and process customer refunds correctly.