When the customer accepts your quote, you create a sales invoice so finance can track what they owe and record payments.
Before you start
- Costing is complete on the trip option
- Option is Quoted, Sent, or Confirmed
- You have access to create and submit sales invoices (ask your admin if buttons are missing)
Steps
- 1
Open the trip option and use Quote preview to check totals, markup, and tax.
- 2
Generate the quote document if the customer needs a PDF or printable version.
- 3
Mark the option Quoted or Sent when the customer has received it.
- 4
From the option (or Commercial Bridge), create a sales invoice for the customer.
- 5
Open the invoice in Accounting → Sales invoices and review line items and amounts.
- 6
Submit the invoice when figures are final - this posts it to your books.
- 7
When the customer pays, record a payment in Accounting and allocate it to the invoice.
Checking finance status
On the trip option you can see finance status - whether a sales invoice exists, is submitted, and how much is still outstanding.
Foreign currency quotes
If the quote was in a currency other than your company’s base currency, confirm the amounts on the invoice match what the customer accepted before submitting.