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Order

An order is a sales order: the confirmation of an approved quotation and an intermediate step between quotation and invoice. You usually create an order from an approved quotation and use it as an interim confirmation or as proof of delivery. From one or more orders you then easily create an invoice or a delivery note, without having to enter all the lines again.

Not sure whether you should work with an order or with a project? Then have a look at Best practice: choosing a project or an order.

Creating an order

The quickest way to create an order is directly from a quotation, via the order button at the top of the quotation file. That way all the lines of the quotation are copied across automatically.

Don't see this button? Then the option is not switched on yet. You activate it via the user at the top right > settings > quotation, with the 'Make order' setting.

The order overview

In the order overview you manage all your orders. As with the other overview screens, you can:

create your own overviews and customise them;
filter and search, for example on date ('>01/01/2026 <01/02/2026');
carry out the most common actions via the action buttons, such as invoicing and exporting a PDF.

Under the Analysis tab you get a general overview of all your processed orders, among other things per assignee, per item and per customer. The analyses adjust automatically based on your search and filter choices.

The order file

On the order file you find the details of the order, such as date, project, customer, endcustomer, contact person, customer reference, assignee and payment condition. Besides these standard fields you can also add extra fields to keep track of additional information in a structured way.

What can you do with an order?

Invoicing

In the order overview, select one or more orders and click 'Make invoice'. That way you efficiently combine several orders on one invoice, without entering the lines again.

Have you activated order execution? Then you can also invoice from the order overview via the order execution ('Invoice order execution'), where you invoice on the basis of the work actually carried out. You set the invoice strategy via the order settings. You can find more information in Order execution.

Delivery note

From an order you create a delivery note with one click, which you can hand to the carrier. Here too the lines are copied across automatically, so you don't have to enter anything again. You set the layout of your delivery notes via Delivery note | Settings.

Generating a PDF

Via the PDF menu on the order you generate various types of PDF, including a standard order PDF, a pro forma (a provisional invoice that you send to the customer before the final invoice) and an order without prices.

Digital signature

On a smartphone, tablet or PC with a touchscreen you can have a digital signature placed on the order PDF. That gives you immediate proof that you can send along with the invoice. Don't see this option? Then you first have to activate it in the order settings.

Updated on: 04/09/2026

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