Workflows
From order to payment
The whole loop, once, in order.
1 min read · updated 6 Sept 2026
This is the path most days take.
- A client gets in touch. Find them with
⌘K, or add them. - Raise an order and add the lines. Totals update as you type.
- Confirm it. Stock moves.
- Fulfil it when it ships.
- Raise the invoice from the order.
- Send it. The due date comes from your payment terms.
- Record the payment when it lands.
Between steps five and seven, the invoice sits in outstanding on the dashboard. After the due date, it moves to overdue on its own.