Introduction to Fee 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
- Introduction to Fee Type Sales Orders
- Table of Contents
- Video walkthrough on how to Create Fee Type Sales Orders
- How to Create a Fee Type Sales Order
- How to convert a Fee Type Sales Order to a Sales Invoice
Video walkthrough on how to Create Fee Type Sales Orders
How to Create a Fee Type Sales Order
Tip: You can generate pre-filled Sales Orders from Sales Quotations using the transaction conversions feature - see How to Create a Sales Quotation - How do I convert Sales Quotations to Sales Orders?
- Open the Sales Module and click Sales Orders
- On the Sales Quotations list screen, click New Sales Order.
- Enter your Customer Account
- If required, enter a PO Reference Number.
- In the Transaction Type dropdown, choose Fee.
- Add a new line item, and enter the Details for the service.
- Add a Net amount.
- Click Save.
How to convert a Fee Type Sales Order to a Sales Invoice
- Open the overflow menu for a Sales Order, or use the Actions Dropdown when viewing a Sales Order.
- Click Generate Invoice.
- Make any necessary edits to your Sales Invoice, then click save.
- Your Sales Invoice will be created, with a link to the original Sales Order.
Thrive Accounting Software
To learn more about what Thrive can do for you, visit our website at thriveaccounts.com
Copyright ©️ Thrive Accounts, 2024
Thrive Accounts
Boyle
Co Roscommon
Ireland