Am I able to Rename the Sales Order Form

1

I use the Desktop version for my small voluntary group.

I want to know if it is possible to change the Sales Order form to Sales Order / Request for Payment

thanks in anticipation

Ian Clegg

2

If you check the guides you will find the answer…however

custso
custso586×770 73.5 KB

custsoform
custsoform539×537 50.1 KB

3

Sales Orders are for internal use of the “business” only (see discussions elsewhere). As soon as you request for payment it becomes a Sales Invoice.

4

Thanks for the pointers & information

Regards

5

The invoice is a request for payment.

The sales order, however, is an internal document issued from sales to the operations to start doing the work. It could also serve as an order confirmation to the customer, but in any case, it has nothing to do with payment.