Sales Orders

Sales orders are where a deal enters the books: draft an order form from your catalog, send it for signature, and countersign to freeze it into a live contract. Every line carries its own billing rule, so the contract knows exactly how — and when — each part of the deal bills.

Key capabilities

• Order forms with a clear status flow: draft → sent → signed → countersigned
• Per-line billing rules: flat, per-unit, recurring, usage-metered, and prepaid block (hours)
• Ramp schedules on recurring lines — step the per-period amount up over time
• Lines built from shared catalog items, or expand a bundle into lines in one step
• Orders tied to a customer and optionally scoped to a project
• Signer reminders while a signature is outstanding (server-enforced 24-hour cooldown)
• Countersigning freezes the order into a contract that carries terms and value forward
• Order detail drawer with full line, status, and signature history

How it works

An order moves through signature states and then activates as a contract — the contract, not the order, is what bills going forward.

flowchart LR
  draft["Draft"] --> sent["Sent"]
  sent --> signed["Signed"]
  signed --> countersigned["Countersigned"]
  countersigned --> contract["Live contract"]

How to use it

1. Open Order to Cash → Orders and click to create an order form.
2. Pick the customer (and optionally a project), then add lines from the catalog or expand a bundle.
3. Set each line's billing rule — flat, per-unit, recurring (with an optional ramp schedule), usage-metered, or a prepaid hour block.
4. Send the order; track it as the customer signs, nudging with a reminder if it stalls.
5. Countersign to freeze the order into a contract and start the billing lifecycle.

Pro tips

• Use catalog items instead of free-typed lines so naming and pricing stay consistent across orders.
• A prepaid-block line sets up the hours burndown on the resulting contract — bill the block up front, then draw hours against it.