How to Create a Sales Order - Fee Type

How to Create a Sales Order - Fee Type

Introduction to Product Type Sales Orders

Sales orders are confirmations of sale made to a customer. For fee type sales orders, the details include the services provided, the agreed prices, delivery dates, and terms of payment. In this guide, you’ll learn how to create a fee type sales order, and how to convert them to Sales Invoices.

Table of Contents

Video walkthrough on how to Create Fee Type Sales Orders

How to Create a Fee Type Sales Order

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Tip: You can generate pre-filled Sales Orders from Sales Quotations using the transaction conversions feature - see
  1. Open the Sales Module and click Sales Orders
  2. On the Sales Quotations list screen, click New Sales Order.
  3. Enter your Customer Account
  4. If required, enter a PO Reference Number.
  5. In the Transaction Type dropdown, choose Fee.
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  7. Add a new line item, and enter the Details for the service.
  8. Add a Net amount.
  9. Click Save.

How to convert a Fee Type Sales Order to a Sales Invoice

  1. Open the overflow menu for a Sales Order, or use the Actions Dropdown when viewing a Sales Order.
  2. Click Generate Invoice.
  3. Make any necessary edits to your Sales Invoice, then click save.
  4. Your Sales Invoice will be created, with a link to the original Sales Order.
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