From quote to payment

Quote, open account, closing and payment are different stages. You don't have to go through all of them.

1. Quote: a proposal for the client. Create a quote and convert it into a sale.
2. Open account: the sale is saved while care is going on. Continue an open sale.
3. Items and animal: add products and services and, when there is a service, the animal. Record a sale or quick sale from a record.
4. Closing: makes items and prices final. Close a sale.
5. Payment: at closing, in part or on account. Receive a payment.

Done

Sale details shows the stage in the Commercial, Financial, Stock and Execution cards. Closing a sale does not mean it was paid: check the Financial card.