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Customer - Financial - Sales Orders tab

Service Billing > Customers > Financial > Sales Orders tab

A sales order documents the sale of an itemized list of recurring and non-recurring services to end customers. When a sales order's quote status is set to Active, the recurring services specified in the sales order are added to the customer record and activated, and a work order is created for the billable items (non-recurring services) specified in the sales order. Sales orders are not required to create customer recurring services or billable items and can be bypassed altogether. They are intended to serve as customer-facing documents.

Note: See Creating Sales Orders for an overview of creating and configuring sales orders.

Actions

  • Add - Add a new sales order to this customer record.
  • Edit - Edits a selected sales order for this customer record.
  • Delete - Deletes a selected sales order to this customer record.

Note: See Sales Orders for a detailed description of creating and editing a sales order.