AWRA Help Center

The sale-to-invoice workflow is used when a customer needs a formal invoice or when the organization sells through account, quotation, delivery, or finance review instead of a quick counter sale.

Before You Start

• You can access Sales, Customers, Quotations, or Invoices.
• The customer record exists or you can create it.
• Items, quantities, warehouse, prices, taxes, discounts, and payment terms are known.
• Stock availability or fulfillment rules are understood.
• Any approval for discount, credit sale, or price override is complete where required.

Steps

1. Open Sales and create or select the customer.
2. Create a quotation if the customer needs an offer before confirming the sale.
3. Add items or services, quantity, unit, warehouse, price, discount, tax, and notes.
4. Review total, validity, payment terms, delivery details, and attachments.
5. Convert to invoice or create an invoice once the sale is confirmed.
6. Confirm invoice status, due date, customer contact, and delivery or fulfillment link.
7. Record payment if received immediately, or leave invoice outstanding according to terms.
8. Check reports or customer history to confirm the invoice appears correctly.

Success Check

• Customer details are correct.
• Invoice has the correct items, quantity, tax, discount, payment terms, and total.
• Stock reservation, deduction, or fulfillment status follows your organization's process.
• Payment status is clear: unpaid, partially paid, paid, overdue, or credited.
• Finance and sales reports show the invoice in the expected period.

Common Mistakes

• Creating duplicate customer records.
• Using the wrong warehouse or tax setting.
• Converting an outdated quotation into an invoice.
• Applying discount or credit without approval.
• Recording payment against the wrong invoice.