Order statuses, delivery notes & invoicing

An order moves through a status pipeline from draft to delivered. Status is changed either on the order (its status control) or from the order list's per-row status menu.

The status pipeline

After Draft is Accepted, the order follows one of three tracks depending on how it's fulfilled:

An order can also be Cancelled. Two restrictions protect your records:

• an invoiced order cannot go back to Draft or Cancelled,
• stock is deducted according to the order's status — so keep the status current; it's what makes stock and sales reports correct.

Sending the order to the customer

Send order opens a dialog with e-mail, SMS, print and download options (templates come from Setup › Message templates). Get delivery note does the same for the delivery note — the order document rendered as a delivery note, which the customer signs on handover.

Converting orders to invoices

When it's time to bill:

• Select one or more orders in the list → Convert to invoice. A single order converts directly; several orders are combined into one invoice (they must belong to the same customer).
• Requirements: the order must have a customer, and must not be a draft/cancelled.
• After conversion, the invoice number appears on the order row and the order is marked invoiced; the invoice then follows the normal invoicing flow.

Combine orders (bulk action) merges several orders of the same customer into one order before invoicing — handy when a customer places many small orders that ship together.

Practical pattern

1. Take the order (draft) → add lines → save.
2. Accept it when confirmed — stock is reserved per your settings.
3. Move it along the shipping/delivery/pickup track as work progresses.
4. Send order (confirmation) and later Get delivery note for the shipment.
5. Convert to invoice and record the payment when it arrives.