From quote to paid, without retyping
Create a quote, turn it into an order and invoice in clicks, then record payment against the balance.
Visual preview · Sample data
What Sales looks like inside ConfigBiz
Quotes that become orders and invoices, with balances tracked.
Invoices
What your customers owe you.
Total Invoices
9
invoices in workspace
Pending
0
Awaiting action
Completed
8
Closed / won
Total Value
₱2,432
invoices value
Internal Total
₱500
Manual (INV) invoices value
POS Total
₱1,932
Point-of-sale value
| Transaction # | Customer | Date | Total | Status | ||
|---|---|---|---|---|---|---|
| POS-000033 | Juan Dela Cruz | 2026-09-10 | ₱138 | paid | ||
| POS-000031 | Pedro Santos | 2026-09-09 | ₱276 | paid | ||
| POS-000026 | Pedro Santos | 2026-09-06 | ₱27.60 | paid | ||
| POS-000024 | Pedro Santos | 2026-09-06 | ₱248.40 | paid | ||
| POS-000022 | Pedro Santos | 2026-09-06 | ₱690 | paid | ||
| POS-000018 | Juan Dela Cruz | 2026-09-06 | ₱138 | paid | ||
| POS-000017 | Sophia Cruz | 2026-09-06 | ₱276 | paid | ||
| INV-1 | Sophia Cruz | 2026-08-13 | ₱500 | overdue |
Illustration with sample records. Your workspace starts from a template close to your trade.
What it is
The short version for busy owners
Sales carries a deal from first quote to paid invoice. You create a quotation, send it for approval, turn it into an order, then invoice and collect payment.
Each stage keeps the same lines and customer, so nothing gets retyped and totals stay consistent.
Why it matters
Sales is the handoff point between promise and money. Keeping it in ConfigBiz means delivery, stock and finance all move together.
Managers see which quotes stall and which invoices stay unpaid, and can act early.
The problem it removes
What problem it helps solve
Quotes in chat, orders in notebooks and invoices in another app make it hard to know what is promised, delivered and paid.
One sales flow shows the pipeline clearly: what is quoted, what is ordered, what is invoiced, and what balance is still open.
Common mistake owners make
Quotes in chat, orders in notebooks and invoices in another app make it impossible to answer what is promised, delivered and paid. One flow keeps every stage linked to the same customer and lines.
A day in the life
How owners use it day to day
Picture a normal business day with Sales running quietly in the background.
Morning
Work the pipeline
Open quotes sorted by age show which need a nudge today, with customer history one click away.
Midday
Quote, order, invoice
Each stage carries lines and customer forward, so nothing is retyped and totals stay consistent.
Closing
Chase balances
Unpaid invoices by customer guide tomorrow's collection calls, biggest balances first.
IN PRACTICE
A furniture maker
A showroom quote becomes a workshop order and then a delivery invoice, with deposits tracked against the balance.
An IT supplier
The same quote lines feed the purchase of parts and the final client invoice, which keeps margins visible.
A printing shop
Repeat clients reorder from past quotes, so repeat jobs take seconds instead of phone calls.
Connected, not separate
How it connects with the rest of ConfigBiz
Sales works best when it shares records with the parts of your business around it. One record entered once, used everywhere. Here is how owners usually connect it.
Owner tip for week one
Put an expiry date on every quote. It creates a natural reason to follow up and stops old prices haunting you months later.