How documents flow: quote to order to invoice to payment

The normal path is quote to sales order to invoice to payment, with a credit note to cancel or correct an issued invoice. Every step is optional — you can start at an order or an invoice directly if that suits your business.

1. Quote: create it, then Mark sent. When the customer agrees, press Accept — Bizinly creates a sales order linked to the quote and marks the quote Accepted.
2. Sales order: Confirm it (any free-text lines become catalogue products at that moment), optionally Start progress and Mark fulfilled, then press Create invoice.
3. Invoice: it starts as a Draft with no number. Press Issue — Bizinly assigns the number, sets the due date and locks the document. The order that produced it flips to Invoiced.
4. Send: download the PDF, e-mail it (this marks the invoice Sent) or share a public link.
5. Payment: Record payment on the invoice — its status moves to Partial or Paid automatically.
6. Credit note: on an issued invoice, press Credit note; issue it to cancel the invoice, or part of it.
7. Proforma is a side path: create it, press Mark sent (this assigns its number), then Convert to invoice.

Every conversion links the documents: open the Related tab on any document to see its parent, its children and its credit notes.

Related: Create a quote, Turn a quote into an order, Issue an invoice, Record a payment, Credit notes, Proforma invoices.