Sales User Journey

Use this path if you create sales leads, orders, and invoices. The pages below follow the order a sales team usually needs.

Start with these pages

1. Roles and Access
2. Master Data
3. Sales Overview
4. Opportunity
5. Estimate
6. Order
7. Invoice
8. Customer Receipt
9. Sales Reports

What to learn first

• Customer and item records.
• How an opportunity moves into a quote or order.
• When to post an invoice.
• How receipts reduce what the customer owes.

Example path

Start with one customer. Create one estimate. Convert it to an order. Then create one invoice. After that, record the payment and check the sales report.