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. Step by Step Go to ...
Adding Products to a Sale
Once you have a quotation open with the customer selected, you need to add the items they are buy...
Confirming a Sales Order
When the customer is ready to buy, you confirm the quotation to turn it into a sales order. Step...
Creating an Invoice
After confirming a sales order, the next step is creating an invoice — the bill you send to the c...
Recording a Payment
Once the invoice is confirmed, you can record the customer's payment. Step by Step Open the co...