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Create a Sales Order and Collect a Deposit

A sales order is where you create jobs and collect payment. This lesson shows you how to create a sales order from scratch or convert an approved quote, then send it to your customer and take a deposit.

Three ways to create a sales order

  • From the New shortcut: choose your customer and fill in the details, including an install or in-hand date if you have one.
  • From the customer page: use the Action button, and the customer is filled in for you.
  • From an approved quote: click Action > Convert to Sales Order and set a due date. You don’t have to convert every line item.

Send it and collect a deposit

  • Click Email PDF, then choose the customer contact and email template.
  • With shopVOX Pay connected, the email includes a payment link for the required deposit. Customers can pay by credit card or ACH if you’ve set up both.
  • You can send the document labeled as an invoice, since many customers recognize that term, without converting the order.
  • Taking payment in person? Record it on the sales order and choose the payment method.