How to Manually Close a Sales Order

• Related Articles

• How do I close an undershipped Sales Order?

  There may be times when you will ship less than what was ordered and you will need to manually close the Sales Order. You may close an undershipped sales order by click the status and choosing close. Closing an Undershipped Sales Order in ...

• How to create a Sales Order

  The Sales Order records a request to sell goods or services. A Sales Order initiates the Sales Workflow and may be for products and/or services. When a sales order is for services only, it may also be referred to as a work order. CustomBooks™ tracks ...

• How to create a Sales Quote

  Sales Quotes A sales quote is a formal document provided by a seller to a potential buyer, detailing the prices, terms, and conditions for specific goods or services. It serves as an offer, outlining the cost breakdown and validity period for the ...

• How to refund a customer in cash when you have a sales order with a sales order prepayment

  There may be situations when an order needs to be cancelled and by a customer but you have taken a prepayment that needs to be refunded in in cash rather than credit.   Here's how to do this. First of all, DO NOT create an invoice. 1) Open the ...

• Partially Invoicing an Order

  When you would like to only invoice your customers for part of a sales order and not the entire order, here are the steps to take.  1. Create a sales order that has a line item for all items to be purchased. This is our "template" that will be used ...