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A Quote records a price you have quoted to a customer, without creating a transaction. A quote has no impact on your stock levels and can be changed to an order or an invoice when your customer is ready to buy.
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An Order is a sale where no services or goods have been delivered. While orders don’t affect your financial figures, they do affect your committed stock numbers. Orders don’t create transactions unless the customer has paid you a deposit. An order can be changed to an invoice.
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An Invoice is usually created when you deliver the items or services the customer ordered. It will update the appropriate accounts, including the account for tracking debtors. Invoices can be open (unpaid), closed (paid) or credit (negative sale). An invoice can’t be changed to a quote or an order.
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Entering a sale in the Sales window—the procedure discussed in this section—allows you to record more details about the sale than entering it in the Bank Register window. To use the Bank Register window, see To enter a transaction in the Bank Register window.
tip : Publish invoices to iCal
If you use iCal to plan your day-to-day activities, you can publish invoices to iCal. This enables you to keep all of your tasks in one application. For more information, see Publishing to iCal.
