Purpose
The Sales area connects proposals, estimates, invoices, payments, credit notes, and items so commercial activity stays linked to the account.
Main workflow
- Use proposals or estimates during the selling stage.
- Create invoices after scope and pricing are approved.
- Track payments and apply credit notes when needed.
- Keep line items accurate so documents remain reusable and consistent.
Best practice
Use the right document at the right time. Do not invoice too early, and do not leave approved commercial work sitting only in notes or chat messages.