Sales
Turn demand into revenue — take sales orders, bill customers with invoices (one-off and recurring), handle credit memos and returns, and give customers a self-service portal.
The Sales module covers order-to-cash: capture what a customer is buying, fulfill it, bill for it, and collect — then handle the exceptions (returns, credit memos) and let customers help themselves.
Most billing records can be generated straight from a sales order, so start there and branch out.
Orders & fulfillment #
- Sales Orders & Invoicing — the core order record: line items, pricing, location, and the draft → confirmed → picking → shipped → invoiced lifecycle.
Billing & receivables #
- Customer Invoices & Payments — formal requests for payment, with payment history and aging.
- Recurring Invoices — automate repeat billing on a schedule.
- Credit Memos — issue and apply credits against customer balances.
- Tax Rates — the rates applied to invoices, quotes, and orders.
- Price Lists — per-Product pricing so different customers or contracts get distinct prices.
Exceptions & self-service #
- Returns & RMA and Customer Returns — take goods back with a tracked RMA workflow.
- Customer Portal — a passwordless, magic-link portal where customers view appointments, quotes, invoices, orders, rentals, and pending questionnaires.
Doing it from the API #
# List sales orders
curl "https://your-domain.com/api/v1/sales-orders" \
-H "Authorization: Bearer $TOKEN"