From quote to payment receipt
Carry an agreed sale through to recorded payment.
Create a quote
Convert or create an invoice after the agreed work
Record the actual payment with a receipt
Connected records
Choose the next document by the business event.
Each workflow helps you decide when to create a new record, when to keep a source reference, and when a genuine conversion is the right move.
Practical paths
Follow the record, not the UI.
Open a workflow when the next step is unclear. The linked tools retain the language each team needs.
From purchase order to receiving
Keep ordering and receiving as distinct linked records.
Create the purchase order
Record goods received
Create an inspection report if checks are needed
Field service paperwork workflow
Move from authorised work to a billable service record.
Create a work order
Record the work on a job sheet or service report
Invoice only after the billable work is confirmed
Returns and credit workflow
Correct a sale without rewriting the original record.
Create a return authorization
Inspect the returned goods
Issue a credit note only for the confirmed adjustment
Expense and mileage workflow
Prepare a reviewable internal expense claim.
Record mileage or individual expense items
Review dates, rates, and receipts
Export a copy before submitting internally
Supplier selection workflow
Compare suppliers before issuing an order.
Prepare a purchase requisition
Request quotations
Compare genuine supplier responses before issuing a purchase order