Orders

Quotes & Orders is an additional service that gives you full control of the whole sales process, not only invoicing. If you want to create and send quotes and order confirmations to your customers you activate the functionality under the menu Apps and extensions found in the menu on the left in Visma eAccounting Smart.

In the Sales - Orders part of the program, you manage orders for your customers. Here, you can create a new order that you can then deliver and invoice.

What does the list Orders show?

The orders that you began to register but are not ready for sending are saved under Drafts. You can go back and open a draft at any time to finish creating the order.

The orders that have not yet been invoiced to a customer are found under Orders in progress. You can open an existing order for more detailed information. In this tab it also possible to filter on All orders in progress, Processing orders, and Completed orders.

All orders that have been invoiced and delivered to the customer are found under Invoiced orders. You can change the date interval to view orders from other periods.

By clicking on the column headings, the various lists can be sorted to show the orders in the order you desire.