Making a Sale (Step by Step)

Walk through the complete sales process from start to finish.

Creating a Quotation Every sale in CloudFFL starts with a quotation. Here is how to create one. ...

Adding Products to a Sale Once you have a quotation open with the customer selected, you need to...

Confirming a Sales Order When the customer is ready to buy, you confirm the quotation to turn it...

Creating an Invoice After confirming a sales order, the next step is creating an invoice — the b...

Recording a Payment Once the invoice is confirmed, you can record the customer's payment. Step ...