Step by Step
Note: The following images refer to Work Orders. In Planned Job Orders, the steps are exactly the same.
Note: If you simply closed the sale, it will be created as a Draft. So, you will need to process it to continue.
When opening the desired sale, go to the top left of the window and click on Process Sale. It will no longer be in Drafts and become Active.
The sales process can be adapted to your workflow as follows: Sale Completed = Sale for which the invoice was sent; Confirmed Sale = Sale has been paid