Question 1

What is a sales order?

Accepted Answer

A sales order is a document a seller creates to confirm a customer’s order before the goods are delivered or the service is done. It lists what was ordered, quantities, prices, delivery date and payment terms.

Question 2

What is the difference between a sales order and an invoice?

Accepted Answer

A sales order confirms the order before delivery. An invoice asks for payment after delivery, or as agreed. Many businesses send a sales order first and then an invoice with the same items.

Question 3

What is the difference between a sales order and a purchase order?

Accepted Answer

A purchase order is created by the buyer and sent to the seller. A sales order is created by the seller to confirm that order. Put the customer’s PO number on your sales order so both match.

Question 4

What should a sales order include?

Accepted Answer

Your details and the customer’s, a sales order number, the order date and expected delivery date, each item with quantity and price, tax, the total, payment terms and any delivery instructions.

Question 5

Is a sales order legally binding?

Accepted Answer

Once the customer has confirmed it, a sales order is usually treated as an agreement to sell on those terms. The exact position depends on your terms and local law.

Question 6

How are sales orders numbered?

Accepted Answer

The tool suggests numbers such as SO-0001. You can change the number to match your own system.

Question 7

Can I ask for an advance payment?

Accepted Answer

Yes. Turn on the deposit option to show an advance due on order confirmation and the balance due on delivery.

Question 8

How do I turn a sales order into an invoice?

Accepted Answer

When the order is delivered, copy the items into our Invoice Generator and write the sales order number in the notes.

Question 9

Is the sales order generator free?

Accepted Answer

Yes. Create, download and print sales orders for free with no sign-up. Your data stays in your browser.

Look

Company details

Customer details

Sales Order information

Items

Totals

Payment, notes & terms

Sales order history