Reference: sales documents in Business Central

Quick answer

Business Central records a sale as a Sales Order (agreement to deliver), invoices it with a Sales Invoice (updates ledger and inventory), handles returns with a Sales Return Order and reverses or corrects posted invoices with a Sales Credit Memo. Plur-e creates these same documents from the phone.

Sales order

1. Optionally start with a Sales Quote and convert it.
2. Create the order with customer, address, payment and delivery terms.
3. Add lines: item number, quantity, price, discounts.
4. Use Order Promising for realistic delivery dates and send an Order Confirmation.
5. Partial shipments update Quantity Shipped per line; drop shipments name the supplier.
6. Post the order to create the invoice. Unpaid invoices can be corrected or cancelled; paid ones need a credit memo.

Microsoft Learn: Sell products

Sales invoice

Create it from an order or from scratch, add lines, post it to update the general ledger and inventory. Correct or cancel while unpaid; use a credit memo once paid.

Microsoft Learn: Invoice sales

Sales return order

Create the return order, use Copy Document to pull lines from the original invoice or order, add return reasons, then post to receive the goods and update inventory.

Microsoft Learn: Process sales returns

Sales credit memo

From an unpaid posted invoice use Create Credit Memo; adjust the lines; choose to cancel or recreate the original invoice; post.

Also see the Business Central documents map.