Order confirmations

An order confirmation tells the buyer what you will deliver and at what price. Like a quote, it is a PDF-only document, not a tax invoice, and it can be converted into one when you invoice the order.

Create an order confirmation

1. Go to Documents → Order Confirmations → New order confirmation.
2. Pick the recipient, check the number from the order confirmation series, set the date and Valid until, add the lines and the text blocks.
3. Click Save, then Preview or Send by email. Without an HTML-to-PDF service on your environment, Preview shows the printable version.

After the buyer confirms

• Mark accepted or Mark declined from the row menu or the editor.
• Convert to tax invoice creates a draft tax invoice with the same recipient and lines. If the confirmation has no order reference of its own, its number is written into the invoice's order reference (BT-13) so the invoice points back to it. The confirmation becomes Converted and read-only.
• Convert to proforma works as for quotes: a draft proforma with the same recipient and lines, for an advance payment. A confirmation is converted once, into either a proforma or a tax invoice. The Document trail card shows the chain and its history.

Statuses

Draft, Sent, Accepted, Declined, Converted and Cancelled, with the same meaning as for quotes. Confirmations past their Valid until date show "(expired)" while draft or sent.

Good to know

• Members who can create invoices (owners, admins, accountants) can create, send and convert; delete requires the delete permission.
• Order confirmations share the editor with invoices: recipient block, lines with product picker, totals with discounts and charges, text presets, custom fields, design template and the Templates menu.
• The list has status chips and a search box for number or recipient. It has no CSV export; use the invoice list once the document is converted.
• A converted document keeps a link to the invoice at the top of the page.

Related

• Quotes
• Cover letters