A sales order confirms what your customer has agreed to buy. It sits between the initial quotation (the priced offer) and the sales invoice (the request for payment) in your quote-to-cash lifecycle. In Billing as a Service, you can create a sales order in two ways: From an accepted quotation: Instantly convert a won proposal so the customer, item codes, quantities, and agreed prices carry over with zero retyping (learn more about creating your first quotation in Billing as a

The sales invoice is the final step in the quote-to-cash process: it is the official document you send to your customer to request payment. In Billing as a Service, you can create a sales invoice in two ways depending on your current workflow: From an existing document: Convert directly from a confirmed sales order without retyping customer or item details (see how to create a sales order in Billing as a Service, or start earlier by creating your first quotation in Billing as