Finalizing a Sales Order

To finalize a sales order each of the following must be completed:

• Client shipping/billing
• Item pricing
• Discounts, taxes, etc.
• Payment Method

A full payment must be entered before posting an order. If no payment has been made and you still wish to post a sales order (convert it to an invoice), you must select an Accounts Receivable (AR) payment method such as Net 30. For more information see Charging a Sales Order to AR. Once an AR or full payment has been made, it is possible to post the sales order.

Once a sales order has been posted, it will be impossible to change any information on the sales order.