Keep the order, stock reservation, shipment, invoice, and customer payment in one connected flow. Sell from an order or create a direct invoice when the goods are ready to go.
32 units are confirmed and reserved for the customer.
Illustrative product story · Sample dataKeep both answers in view. Confirm the order to reserve stock, fulfill it in parts, and follow invoice progress alongside the shipment.
| Item | Ordered | Shipped | Invoiced | Rate | Amount |
|---|---|---|---|---|---|
| Orbit notebookORB-SG-A5 | 20 | 0 | 0 | $18.00 | $360.00 |
| Lumen travel flaskLUM-FL-02 | 12 | 0 | 0 | $30.00 | $360.00 |
Confirmed and reserved. Shipping and invoicing can progress independently.
Give the customer a clear, branded document. The items, addresses, discounts, and tax details belong to the record you issued.
Create a direct invoice when the goods are ready. It fulfills stock immediately and joins the same customer records.
A branded sales order with your customer and item details.
Record the money received, then allocate it across the customer’s invoices. Keep the amount used, remaining invoice balances, and any excess visible.
| Number | Balance due | Payment | Actions | Result |
|---|---|---|---|---|
| INV-EX-610Elm Market | $240.00 | $240.00 due | ||
| INV-EX-611Elm Market | $480.00 | $480.00 due | ||
| INV-EX-612Elm Market | $360.00 | $360.00 due |
One receipt can settle two invoices and partially pay a third.
This illustrates allocating a received payment.Preview: $800 allocated across three invoices. $0 excess.
Credit the items. Choose whether to restock them. Apply the credit when it is ready. Each step keeps its own record.
Restocked goods return at their original shipment cost. Sample costs: notebook $8, flask $13.
Preview a credit, then create it. Creating the note does not apply it to the invoice.
Stock is unchanged until a credit with Restock selected is created.
The statement brings opening balance, invoices, payments, and applied credits into one account history. Apply the sample credit above to see the closing balance change.
| Date / type | Number | Debit | Credit | Balance |
|---|---|---|---|---|
| May 1 Opening balance | — | — | — | $180.00 |
| May 12 Invoice | INV-EX-405 | $720.00 | — | $900.00 |
| May 16 Payment | PMT-EX-089 | — | $650.00 | $250.00 |
| May 20 Credit applied | CN-EX-118 | — | $0.00 | $250.00 |
| May 31 Closing balance | $250.00 |
$180 opening + $720 invoiced − $650 paid = $250 due.
Keep contacts, multiple addresses, payment terms, price lists, files, comments, and activity with each customer. Document address snapshots preserve what you sent.
Use negative lines for returns on the document. Create item or amount credit notes when a separate credit is the better fit, with restocking where applicable.
Voids keep the document number and require a reason. Stock effects reverse through recorded movements, and voided documents leave the relevant totals.
No. You can create a direct invoice when a separate order is unnecessary. Direct invoices fulfill stock immediately; order-based workflows keep the order and fulfillment connected.
Yes. Partial shipments let you send what is ready while tracking the remainder.
Returns can appear as negative document lines, or use a separate credit note for item or amount credits. The workflow keeps stock, credit, and balance effects connected.
