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Sales & invoicing · 3 steps

Take a sales order

Record a confirmed customer order before you bill it, then convert it to an invoice when you deliver.

1Open Sales Orders

Open Sales & Invoicing → Sales Orders. Filter by Pending, Active, Confirmed, Converted or Cancelled, and choose the + button to take a new order.

Scalar360 screen: Open Sales Orders
Numbered outlines show what to click, in order.

2Fill in the order

Choose the customer and add the items, just as on an invoice. Under Details, set the Expected ship date (it starts 15 days after the order date and follows the date until you change it) and the Order type — Pending or Active.

Scalar360 screen: Fill in the order
Numbered outlines show what to click, in order.

3Create or confirm the order

Choose Create Order to save it, or Confirm Order once the customer has committed. Once an order is confirmed, open it again and choose Convert to Invoice to bill it.

Scalar360 screen: Create or confirm the order
Numbered outlines show what to click, in order.
Create a quote and convert it to an invoiceSend a customer an estimate with GST worked out, then turn it into an invoice in one click once they agree.Create a GST invoiceBill a customer with the right CGST/SGST or IGST split, then issue the invoice so it can be shared and paid.

Still stuck? Contact our support team — or start a free trial to try this in your own company.