Orders

From quote to paid invoice: add items, capture signatures, take payments, and correct invoices.

Every order goes through the same three stages, including a rental the customer takes away right now. The stage an order is at tells you what you can still change on it and what comes next.

An order always starts as a quote, even when the customer leaves with the products right away. Confirming the reservation turns it into a contract (printed as the “Contrat de location”), which holds the products. The contract is then invoiced. A payment taken before the invoice is a deposit.

Order lifecycle: quote, then contract, then invoice

FIG. 01 — ORDER LIFECYCLE

The three stages
01

Quote

Where every order starts, even one the customer picks up within the hour. A quote holds no products, except items put on hold: everything else stays available to other customers.

02

Contract

Confirming the reservation turns the quote into a contract. The products are held for those dates, the yard is told to prepare them, and the rental agreement can be signed. On screen the state reads Reserved.

03

Invoice

Creating an invoice bills the contract, in full or in part. A payment taken earlier, on the quote or the contract, is a deposit.

Important

A payment taken before the invoice is recorded as a deposit. It does not apply itself to the invoice: apply it to the invoice or refund it, otherwise it stays unapplied.

Quotes Build a quote: add the client, rental or sale items, custom charges, discounts, and identity checks. Contracts Confirm a reservation, set up delivery, and capture a signature at the counter or remotely. Payment Take a deposit, charge a saved card, take a payment on an invoice, or refund a customer. can happen at the Contract or Invoice stage Invoices Create, correct, and credit an invoice in whole or in part, down to taxes and damage-waiver fees.