Quotes, orders and invoices

Omnir handles the paperwork of a sale: a quote (your offer), a sales order (the confirmed purchase) and an invoice (the request for payment). They are linked to each other and to the opportunity.

How it flows#

Creating a quote#

1. 1
   Open the opportunity and add a quote from its Quotes tab — or open Quotes and click Add Quote.
2. 2
   Fill in:

   • Subject — e.g. “Acme — licence Q4 2026”
   • Organization Name and Quote Stage (both required)
   • Valid Until
   • Billing and shipping addresses — filled from the organization or contact you choose
3. 3
   Add the line items:

   • add a product or service from your catalog
   • set the quantity and price
   • apply a discount if needed
   • subtotals, tax and total are worked out for you
4. 4
   Add your terms and conditions.
5. 5
   Click Save, then send it with More ▸ Send Email with PDF (or More ▸ Export to PDF to download it).

Quote statuses#

Typical quote statuses are Created, Delivered, Reviewed, Accepted and Rejected. Keep the status current so your reports show what is out with customers.

From quote to sales order#

1. 1
   Open the accepted quote.
2. 2
   Click More ▸ Generate Sales Order.
3. 3
   Check the details, which are copied from the quote.
4. 4
   Click Save.

Creating an invoice#

1. 1
   Open the sales order and click More ▸ Create Invoice — or open Invoices and click Add Invoice.
2. 2
   Check the details and line items.
3. 3
   Set the Due Date and check the Terms & Conditions.
4. 4
   Click Save, then email it to the customer with More ▸ Send Email with PDF.

Following payment#

Use the invoice’s status to follow it, for example from sent to paid. Your administrator sets the values in every dropdown, so the options in your workspace may differ from the examples below.