Service sale

Processing a sale is the main purpose of the Sale module in Cin7 Core. Through the Sale module, you can create sale orders and link supplier invoices and stock received to the relevant sale order. Service sales are used for orders without stock items (i.e. orders of services only).

Prerequisites

Familiarity with sales (recommended)
Set up Accounts (necessary)
Set up Tax Rules (necessary)
Set up Customers (recommended)
Set up Products (recommended)
Set sales permissions for users (required)

Create a service sale

Create a new sale by navigating to Sale → New → Service sale.

The sale screen is made up of three parts. The top is the document header which contains customer information and order functions (undo, void, print, etc.). Below is the sale order with tabs for each stage of the sale process (Quote, invoice, credit note, etc.). Service sales do not include fulfillment (pick, pack, and ship). Finally, the last section is used to add customer credit and apply payments or refunds.

Fill in the document header

The first step in creating a new service sale order is to fill in the fields of the document header. This will contain the customer and address details.

Select a customer from the dropdown list or by typing their name. We recommend you set up customers before creating purchase orders. NOTE: You can create a new customer from the purchase order screen. Click + to be prompted for customer details.
Check and edit details. Many fields in the document header will be auto-filled from your customer information but can be manually overridden. Check that customer details are correct before proceeding.
Add an optional note. You can search this field and add reference codes (such as related purchase order/sale order numbers) to the note for quick retrieval when searching sale orders.

Add items to the quote

Once the document header has been correctly filled in, you can add services and non-inventory items to your sale quote. Unlike simple and advanced sales, there is only one field where items can be added. If you choose to Skip quote in the document header, you will be taken to the invoice section where you can add the order lines directly.

Only non-inventory and service items will be visible for selection. Authorize the sale order when you have finished adding lines.

Invoicing

Once a service sale quote has been authorized, you can process the customer invoice for the order. Service sales do not have fulfillment steps. If you chose to Skip quote in the document header, you add items directly to the invoice.

Enter an invoice date. The due date field is calculated by applying the payment terms date in the document header to the invoice date.
Add the invoice lines. You can copy the lines from the sale quote by clicking +Copy from Quote or add items manually.
Authorize the invoice to continue. If you have an unused customer credit associated with this customer, you will be asked if you want to allocate it to the invoice.

Credit notes

A credit note is considered a negative invoice. In the same way that payments are applied to close out an invoice balance, refunds are issued to close out a credit note balance.

Credit notes are a way to amend the details of a sale order invoice after it has been authorized. See Credit notes and refunds for more information.

Customer credits and payments

Add customer credit to the customer's account on the Quote and Invoice tabs of a service sale. This is often used when a customer has made a prepayment for an order and can be used later to make a payment. See Customer credits for more information.

Apply a payment to the order from the Invoice tab of a service sale. You can also use a customer's existing customer credit, or allocate the value of a credit note for that customer to the payment.

Overpayments in Cin7 Core cause errors when syncing to accounting software and are not forbidden. There are two options to record an overpayment from a customer:
1. Pay the exact invoice amount and record the additional payment as a customer credit.
2. Record the entire payment as a customer credit, then pay the invoice using customer credit. The customer can use the overpaid amount as a credit against future sales.