The commercial bridge is the handoff from sales (trip + quote) to finance (invoices). After the customer accepts a quote, you create sales invoices for what they pay you and purchase invoices for what you pay suppliers.
What you can do
- Create a sales invoice from a trip option (customer billing)
- Create purchase invoices from supplier services (payables)
- See finance status on an option - what is invoiced and outstanding
- Submit invoices so they post to accounting
Typical flow
- 1
Finalise the option - status quoted or confirmed, costing complete.
- 2
Create a sales invoice for the customer from the option.
- 3
Submit the sales invoice when ready to recognise revenue / receivable.
- 4
For each major supplier service, create and submit a purchase invoice.
- 5
Review finance status and outstanding reports in Accounting.
Tips
- Invoice amounts should match the accepted quote unless you document a change.
- Submit only when figures are final - submitted invoices must be cancelled and re-created to fix errors (admin/process dependent).
- Use the same currency as the quote where possible.
Common questions
Can I invoice before the customer confirms?
You can create drafts, but best practice is to invoice after acceptance so amounts match the quote.
Where do I see if everything is invoiced?
Open finance status on the trip option or use Accounting outstanding reports.
What is the difference between sales and purchase invoices?
Sales = customer owes you. Purchase = you owe the supplier.