--- title: "The quote to cash process: a practical guide for B2B traders" description: "Learn the quote to cash process for B2B traders and distributors: each stage and document, the controls, common failure points, KPIs and a checklist." url: https://1flux.ai/guides/quote-to-cash last_updated: 2026-10-11 --- Guide # The quote to cash process: a practical guide for B2B traders Every stage, document and control from enquiry to payment, with the failure points to watch, the KPIs to track and a checklist you can use today. Guide Updated 11 October 2026 1. Enquiry (RFQ or request) . Nothing posts. 2. Quotation (Price offer) . Nothing posts. 3. Approval (Within authority) . Nothing posts. 4. Customer PO (Commitment to buy) . Nothing posts. 5. Sales order (Stock reserved) . Nothing posts. 6. Delivery note (Signed for) . Posts Dr COGS , Cr Inventory. 7. Tax invoice (What was delivered) . Posts Dr AR , Cr Revenue, VAT. 8. Receipt (Applied to invoices) . Posts Dr Bank , Cr AR. Eight stages, one line. Journals post at the delivery, the tax invoice and the receipt; nothing posts before the goods move. ## In short The quote to cash process runs from a customer's enquiry to cash in the bank: quotation, approval, customer PO, sales order, delivery, tax invoice and receipt. For B2B traders and distributors, it also means correct tax on every line, credit terms that are agreed and then kept, and records that let sales, the warehouse and finance agree. This guide walks through each stage, the documents, the controls, where the process usually breaks, the KPIs to track and a checklist, then shows how software such as 1flux runs it as one flow. ## What is the quote to cash process? The quote to cash process is the chain of steps a seller follows from the moment a customer asks for a price to the moment their payment is in the bank and matched to the invoice. It’s often shortened to Q2C. It crosses every department. Sales prices and wins the business. Operations turns the customer’s order into an instruction the business can act on. The warehouse picks and delivers. Finance invoices, collects and reconciles. Each hand-off between those teams is where errors, delays and disputes start. Three related terms are worth separating: | Term | Starts at | Ends at | Focus | | ----------------------------- | --------------------------------------------- | ------------------------------- | --------------------------------------------- | | Quote to cash (Q2C) | the customer’s enquiry or request for a price | payment received and reconciled | the whole commercial cycle, including quoting | | Order to cash (O2C) | the customer’s confirmed order | payment received and reconciled | fulfilment, invoicing and collection | | CPQ (configure, price, quote) | the customer’s requirement | the quotation sent | building accurate quotes | For a trading or distribution company, quote to cash is the more useful frame. Many orders are won or lost, and many margins are protected or given away, before the customer’s PO ever arrives. ## The eight stages of the quote to cash process Most B2B traders run some version of these eight stages, whether in an ERP, in spreadsheets or on paper. | # | Stage | Main document | Usual owner | Done when | | - | ---------- | -------------------------------------- | -------------------------- | ------------------------------------- | | 1 | Enquiry | Request for quotation (RFQ) or enquiry | Salesperson | the requirement is clear | | 2 | Quotation | Quotation | Salesperson or estimator | priced, checked and ready | | 3 | Approval | Approved quotation | Sales manager | approved within authority | | 4 | Acceptance | Customer purchase order | Customer, then salesperson | PO received and matched to the quote | | 5 | Order | Sales order | Sales coordinator | confirmed, terms set, stock committed | | 6 | Delivery | Delivery note | Warehouse | goods delivered and signed for | | 7 | Invoicing | Tax invoice | Finance | invoice issued for what was delivered | | 8 | Collection | Receipt | Finance | payment applied, receivable cleared | ### 1. Enquiry The customer sends a [request for quotation (RFQ)](https://1flux.ai/glossary/request-for-quotation), a tender schedule, a list in a chat message or a phone call. The job at this stage is to understand exactly what’s being asked for: item codes, quantities, delivery location, required date and any technical conditions. **Watch for:** retyping long RFQs by hand, which is slow and introduces wrong codes and quantities. ### 2. Quotation A [quotation](https://1flux.ai/glossary/quotation) is your formal price offer. It lists items, quantities, unit prices, discounts, tax, delivery and payment terms, availability and how long the offer is valid. In the Gulf and many project markets, customers expect a formal cover letter with named signatories. **Watch for:** prices taken from an old price list, and tax calculated on the wrong amount after a discount. Our post on [how to write a B2B quotation](https://1flux.ai/blog/how-to-write-a-b2b-quotation) covers the format in detail. ### 3. Approval Before the quote goes out, someone with authority checks it. Many companies set approval by amount or discount: a sales manager for most quotes and a director above a threshold. An [approval workflow](https://1flux.ai/glossary/approval-workflow) makes this a rule rather than a habit. **Watch for:** approvals given in chat, with no record of who agreed to what. ### 4. Acceptance and the customer PO The customer accepts, and for most B2B sales they confirm with a [customer purchase order](https://1flux.ai/glossary/customer-purchase-order), called an LPO across the Gulf. The PO is the customer’s formal commitment. Its number is what their accounts team will look for on your invoice. If the price or scope changes after the quote, issue a [quotation revision](https://1flux.ai/glossary/quotation-revision) rather than editing the original. **Watch for:** starting work on a verbal “yes” without a PO number, date and copy on file. ### 5. Sales order The [sales order](https://1flux.ai/glossary/sales-order) is your internal record of the commitment to supply: what, how many, at what price, from which warehouse, on what [credit days](https://1flux.ai/glossary/credit-days), by when. Confirming it should commit stock through a [stock reservation](https://1flux.ai/glossary/stock-reservation), so the same units aren’t promised twice and [available to promise](https://1flux.ai/glossary/available-to-promise) stays accurate. **Watch for:** sales orders typed again from the quotation, with a discount or a line lost on the way. ### 6. Delivery The warehouse picks, packs and dispatches. A [delivery note](https://1flux.ai/glossary/delivery-note) travels with the goods, lists items and quantities, and comes back signed by the receiver. In accounting terms, this is usually when stock leaves your books and [cost of goods sold](https://1flux.ai/glossary/cost-of-goods-sold) is recognised. **Watch for:** partial deliveries that nobody records, so the remainder is forgotten or invoiced too early. ### 7. Invoicing The [tax invoice](https://1flux.ai/glossary/tax-invoice) is your claim for payment and the [VAT](https://1flux.ai/glossary/vat) or sales tax record for both sides. For goods sold on credit, invoice what was delivered, at the tax rate valid on the invoice date, with a due date that follows the agreed terms. **Watch for:** invoices raised for the full order when only part was delivered, which leads to disputes and delayed payment. ### 8. Collection and reconciliation Payment arrives by bank transfer, cheque or another method. It’s applied to specific invoices, the [accounts receivable](https://1flux.ai/glossary/accounts-receivable) balance falls, and any exchange difference on a foreign-currency invoice is booked as an [FX gain or loss](https://1flux.ai/glossary/fx-gain-and-loss). At month-end, the customer balances should agree with the receivable account in the [general ledger](https://1flux.ai/glossary/general-ledger). **Watch for:** unapplied payments and a receivables report that doesn’t match the books. ## The six documents of quote to cash Six documents carry the process. Getting each one right, and linking each to the next, is most of the work. | Document | Issued by | What it’s for | What it should show | | ----------------------- | -------------- | -------------------------------- | ------------------------------------------------------------------------------------------------------------ | | Quotation | You | Price offer | number, date, validity, items, quantities, prices, discounts, tax, delivery and payment terms | | Customer purchase order | The customer | Commitment to buy | PO number and date, items, agreed prices, delivery address, terms, authorised signature | | Sales order | You (internal) | Commitment to supply | customer PO reference, warehouse, credit terms, requested delivery date | | Delivery note | You | Proof of delivery | items and quantities (often without prices), vehicle and driver, receiver’s name and signature | | Tax invoice | You | Claim for payment and tax record | your tax registration number, invoice number and date, customer, items, tax rate and amount, total, due date | | Receipt | You | Record of payment | amount, date, method, reference, invoices settled | Tax invoices must carry the details your tax authority requires, such as the supplier’s [tax registration number](https://1flux.ai/glossary/tax-registration-number) (the TRN in the UAE). Check the current requirements with the tax authority or your adviser. A [pro-forma invoice](https://1flux.ai/glossary/proforma-invoice) is a different thing. It’s a preliminary bill, often used to request an advance payment or to support an import or a letter of credit. It isn’t a tax invoice and doesn’t replace one. ## Which controls keep the quote to cash process healthy? Controls are the checks that stop small errors becoming expensive ones. These are the ones that matter most for a trading business: - **Price control:** quotes are priced from a maintained price list, with the rate in force on the quote date. - **Discount and approval authority:** clear limits on who can approve what, recorded on the quote. - **Version control:** one approved version of each quote, with revisions numbered and reasons kept. - **PO before work starts:** no sales order without the customer’s PO number, date and copy. - **Credit control:** payment terms checked against what the customer is allowed, and a [credit limit](https://1flux.ai/glossary/credit-limit) reviewed before large orders. - **Stock commitment:** stock reserved when the order is confirmed, so sales only promises what’s available. - **Delivery evidence:** a signed delivery note for every dispatch, including partial ones. - **Invoice from delivery:** goods invoiced only once delivered, quantity for quantity. - **Segregation of duties:** the person who records payments isn’t the one who issues credit or changes invoices. - **Reconciliation:** customer balances checked against the ledger every month as part of the [month-end close](https://1flux.ai/glossary/month-end-close). ## Where does quote to cash usually break? These are common failure points for B2B traders, each with a practical fix. 1. **Retyping RFQs and POs.** Every retyped line is a chance to get a code or quantity wrong. _Fix:_ capture the customer’s document once and build the quotation from it. 2. **Discounts nobody approved.** A salesperson closes the deal with a discount the business can’t afford. _Fix:_ approval rules by amount or discount, with sending blocked until approval. 3. **“Which version did the customer get?”** Several files called “final”, and nobody is sure which one was sent. _Fix:_ lock the approved version and number every revision. 4. **Orders started without a PO.** Goods go out against a phone call, and the customer later disputes the order. _Fix:_ require the PO number, date and file before a sales order exists. 5. **Promising stock you’ve already promised.** Two salespeople sell the same units. _Fix:_ reserve stock on confirmation and show what’s available, not only what’s on hand. 6. **Partial deliveries invoiced in full.** The customer refuses to pay for what didn’t arrive. _Fix:_ invoice from delivered quantities, and track what’s left to deliver. 7. **Credit terms that creep.** 30 days becomes 60 because a salesperson agreed it on the phone. _Fix:_ a maximum credit period per customer that only a named role can override. 8. **Delivered but never invoiced.** Goods are with the customer, but nobody raised the invoice. _Fix:_ a daily list of delivered, uninvoiced orders. 9. **Receivables that don’t match the ledger.** Payments are applied to the wrong invoices, or entries are made directly in the ledger. _Fix:_ apply every payment to specific invoices, and reconcile the receivables list to the ledger monthly. ## Local specifics: tax, e-invoicing, credit terms and language Quote to cash looks the same everywhere, but local rules change the details. The UAE and Saudi Arabia are good examples of what to plan for. - **Tax rates are dated.** The standard VAT rate is 5% in the UAE and 15% in Saudi Arabia, which raised its rate from 5% in July 2020. Your system should apply the rate in force on each document’s date, not today’s rate. - **E-invoicing is arriving.** In Saudi Arabia, ZATCA [e-invoicing](https://1flux.ai/glossary/e-invoicing) (Fatoora) applies to VAT-registered businesses, and Phase 2 integration waves have extended down to taxpayers above SAR 187,500 turnover, with a deadline of 1 February 2027 for wave 25. In the UAE, e-invoicing becomes mandatory from 1 January 2027 for businesses with revenue of AED 50 million or more, and from 1 July 2027 for others, through accredited service providers. These dates were last checked on 7 October 2026; ask any software vendor directly how they handle e-invoicing in your countries. - **Credit days have a basis.** “30 days” can count from the invoice date, the delivery date or the end of the month the invoice falls in (statement terms). Agree the basis with each customer and record it, or due dates will be argued over. - **Customer POs are expected.** Many buyers’ accounts teams won’t process an invoice without a valid PO number, so capture it early. - **Language matters on documents.** Customers may expect their own language on quotations, such as Arabic names in the Gulf, and Saudi buyers need a structured [Saudi National Address](https://1flux.ai/glossary/saudi-national-address) on their records. - **Currencies vary.** Customers may pay in USD, EUR, GBP or a three-decimal currency such as KWD, BHD or OMR. Record the exchange rate used on each invoice so the FX difference at payment can be calculated correctly. ## Which KPIs measure quote to cash performance? Track a small set of measures that cover each part of the process. Start with these: | KPI | How to calculate it | What it tells you | | ---------------------------------------------------- | ------------------------------------------------------------------------------------ | ------------------------------- | | Quote [win rate](https://1flux.ai/glossary/win-rate) | quotes accepted ÷ quotes decided (accepted, declined or expired) in the period × 100 | how well you price and qualify | | Quote turnaround time | time from enquiry received to quotation sent | how quickly sales responds | | Order-to-delivery time | days from sales order confirmation to final delivery note | how reliably operations fulfils | | On-time delivery | orders fully delivered by the promised date ÷ orders delivered × 100 | whether promises are realistic | | Delivered not invoiced | value of delivered quantities not yet invoiced | revenue waiting on paperwork | | Days sales outstanding (DSO) | (closing receivables ÷ credit sales for the period) × days in the period | how long customers take to pay | | Overdue over 90 days | receivables more than 90 days past due ÷ total receivables × 100 | collection risk | Days sales outstanding for one quarter Example - Closing receivables USD 1,200,000 - Credit sales for the quarter USD 3,000,000 - Days in the period 90 - DSO = (1,200,000 ÷ 3,000,000) × 90 36 days Against 30-day terms, customers pay about 6 days late Illustrative figures. **A worked DSO example (illustrative figures).** A trader has closing receivables of USD 1,200,000 and credit sales of USD 3,000,000 for the quarter, which has 90 days. DSO = (1,200,000 ÷ 3,000,000) × 90 = 36 days. If that trader gives most customers 30 days from invoice, customers are paying about 6 days late on average. Read DSO alongside [accounts receivable aging](https://1flux.ai/glossary/accounts-receivable-aging): a stable DSO can hide a few large, very old invoices. Two more measures help sales managers: the [sales cycle](https://1flux.ai/glossary/sales-cycle), meaning the time from first contact to a won deal, and the share of quotes that expire without an answer, which often points to weak follow-up. ## Quote to cash checklist Use this list to review your process, one stage at a time. Tick items as you go; your progress stays in this browser, and **Print** gives you a paper copy. Quoting 0 of 5 done - \[ ] Every quotation is priced from a current price list, with tax at the rate in force on the quote date. - \[ ] Discounts above a set level need approval, and the approval is recorded on the quote. - \[ ] Each quotation has a number, a validity date and clear delivery and payment terms. - \[ ] Revisions are numbered, with the reason kept, and the earlier version is preserved. - \[ ] Quotes nearing their validity date are followed up. Ordering 0 of 4 done - \[ ] No sales order is created without the customer's PO number, date and a copy on file. - \[ ] The sales order matches the accepted quotation's lines, prices and terms. - \[ ] Payment terms are checked against the customer's agreed maximum. - \[ ] Stock is reserved when the order is confirmed. Delivering 0 of 3 done - \[ ] The warehouse works from a pick list, without needing prices. - \[ ] Every dispatch, including partial ones, has a delivery note signed by the receiver. - \[ ] Remaining quantities on part-delivered orders are visible and followed up. Invoicing 0 of 4 done - \[ ] Goods are invoiced only once delivered, quantity for quantity. - \[ ] Each invoice shows the customer's PO number and your tax registration number. - \[ ] Due dates follow the agreed credit basis (invoice, delivery or statement date). - \[ ] Delivered but uninvoiced orders are reviewed daily. Collecting and reconciling 0 of 4 done - \[ ] Every payment is applied to specific invoices. - \[ ] Exchange rates are recorded for foreign-currency invoices and payments. - \[ ] Receivables are aged weekly and overdue customers are followed up. - \[ ] Customer balances are reconciled to the ledger each month. ## How software helps Spreadsheets can hold a quote to cash process together at small volumes. As orders grow, the hand-offs are what fail, and that’s where software earns its place. When you compare systems, look for: - **One record from quote to receipt,** so each document is created from the one before it rather than retyped. - **Approvals that block sending,** not just a status field someone can ignore. - **A locked, versioned quotation,** so the customer’s copy is never in doubt. - **PO capture as a required step** before an order exists. - **Stock reservation and partial delivery** built into the order. - **Invoicing from delivered quantities,** with partial invoicing. - **Automatic posting** of each delivery, invoice and payment as a [journal entry](https://1flux.ai/glossary/journal-entry), so the ledger is always current. - **Receivables that reconcile to the ledger** on screen. - **Multi-currency and language support** that fits how you actually trade. - **A clear answer on e-invoicing** for your countries and timeline. ## Quote to cash software: how 1flux runs the process 1flux is quote to cash software for companies in B2B trade. It runs the eight stages above as one chain of documents: each step creates a real document, hands its data to the next and posts to stock and the books where it should. Sales, operations, the warehouse and finance share one record, so nobody retypes an order on its way from PO to paid. | Step | Who | Document in 1flux | What changes in stock and the books | | ------------------------- | -------------------------------------------------- | ------------------------------- | -------------------------------------------------------- | | 1. Build the quotation | Salesperson, or a preparer via a quotation request | Quotation, Draft | Nothing posts | | 2. Approve | Approvers set by amount rules | Quotation, Approved; PDF locked | Nothing posts | | 3. Send and win | Salesperson; customer online | Quotation, Sent then Accepted | Nothing posts | | 4. Attach the customer PO | Salesperson | Order request | Nothing posts | | 5. Create the sales order | Sales coordinator | Sales order | Nothing posts; credit-days cap checked | | 6. Activate | Sales coordinator | Sales order, active | Stock reserved per line | | 7. Pick and dispatch | Storekeeper | Delivery note | Stock reduced; Dr cost of goods sold, Cr inventory | | 8. Invoice | Accountant | Sales invoice | Dr receivable; Cr revenue, Cr output tax | | 9. Collect | Accountant | Customer payment | Dr bank or cash, Cr receivable, plus any FX gain or loss | Quotations, order requests and sales orders never post. The delivery note, sales invoice and customer payment each post their own journal. Each team works its own steps on the same record: - **Sales** builds the quotation from the catalogue, or with **Import PO with AI**, which drafts up to 200 lines from the customer’s PO or RFQ. Approval rules route it by amount, sending is blocked until it’s approved, and the customer can accept online through a secure link. - **Operations** turns the customer’s PO into a sales order, with the lines, units, discounts, tax and shipping carried over, and activation reserves the stock. If stock must be bought in, a “Customer demand” requisition links to the order and starts the [procure-to-pay process](https://1flux.ai/guides/procure-to-pay). - **The warehouse** picks and dispatches from a board that never shows prices, in part or in full. Each dispatch creates a delivery note, and the rest of a part-delivered order returns to the pick list. - **Finance** invoices delivered quantities, applies each customer payment to open invoices, oldest first, and checks receivables against the ledger. Every order sits on one order-to-cash board: Order request → Sales order → Delivery note → Sales invoice → Payment completed. A card moves only when its document exists, so everyone reads the same status. The Sales and Warehouse overviews open on a **Needs action** list of late orders, POs waiting for a sales order, picks waiting over 24 hours, delivered orders waiting for an invoice and overdue receivables, and each person sees only the rows they can act on. ### Controls built into the flow Each hand-off in 1flux carries a check, so the usual leaks are closed by the document itself. | Risk | Control in 1flux | | ------------------------------------ | ----------------------------------------------------------------------- | | Unapproved prices or discounts | Approval rules by amount, with sending blocked until approval | | “Which version did they get?” | Locked PDF on approval; numbered revisions with a reason | | Orders without paperwork | PO number, date and file required; one live order request per quotation | | Credit terms creeping | Maximum credit days per customer, with an override permission | | Promising stock twice | Reservation on activation; reserved stock can’t be transferred away | | Warehouse seeing prices | Price-free pick and dispatch screens | | Billing goods that didn’t ship | Stock lines invoiced only up to delivered quantities | | Duplicate invoices | Double-submit protection; voids need a reason and post a mirror journal | | Receivables drifting from the ledger | Ledger check against the receivable control account | How 1flux handles it 1. Quotation (QT-2026-00118): Approved . Nothing posts. 2. Customer PO (PO 7741) . Nothing posts. 3. Order request . Nothing posts. 4. Sales order (SO-2026-0042) . Nothing posts. 5. Pick and dispatch . Nothing posts. 6. Delivery note . Posts Dr COGS , Cr Inventory. 7. Sales invoice . Posts Dr AR , Cr Revenue, VAT. 8. Customer payment . Posts Dr Bank , Cr AR. Quote to cash in 1flux: each document is created from the one before, and journals post at the delivery note, sales invoice and customer payment. 1flux runs quote to cash as one connected flow, from PO to paid. [1flux Quotations](https://1flux.ai/products/quotations) covers catalogue pricing, **Import PO with AI** (which drafts quotation lines from a customer’s PO or RFQ), approvals by amount with sending blocked until approval, and a locked PDF the customer can accept online. Attaching the customer PO hands the quote to operations, where [sales orders](https://1flux.ai/products/sales-orders) reserve stock, the warehouse dispatches in part or in full, and finance invoices delivered quantities and records payments, with [receivables](https://1flux.ai/products/accounting/receivables) reconciled to the ledger. Every delivery, invoice and payment posts its own journal. For [e-invoicing](https://1flux.ai/products/e-invoicing), 1flux issues ZATCA-compliant e-invoices for Saudi Arabia, covering Phase 1 (generation) and Phase 2 (integration with ZATCA’s Fatoora platform), and supports UAE e-invoicing under the Federal Tax Authority’s programme, ready for the 2027 go-live dates. [1flux Quotations](https://1flux.ai/products/quotations) [Sales orders and fulfilment](https://1flux.ai/products/sales-orders) [The procure-to-pay guide](https://1flux.ai/guides/procure-to-pay) FAQ ## Questions, answered Still deciding? [Talk to sales](https://1flux.ai/contact) ### What is the difference between quote to cash and order to cash? Quote to cash starts earlier. It begins when a customer asks for a price and covers quoting, approval and acceptance before the order. Order to cash starts when the customer's order is confirmed and covers fulfilment, invoicing and collection. For B2B traders, quote to cash is usually the better frame, because pricing, discount approval and version control decide much of the margin and many disputes before an order exists. ### What documents are used in quote to cash? Six documents carry most B2B sales: the quotation, the customer's purchase order (called an LPO in the Gulf), your sales order, the delivery note, the tax invoice and the receipt. The tax invoice must meet the invoicing rules of the country you sell in, including your tax registration number. Some sales also use a pro-forma invoice to request an advance payment, but it doesn't replace the tax invoice. ### Should I invoice when the order is confirmed or when the goods are delivered? For goods sold on credit, most B2B traders invoice on or after delivery, for the quantities actually delivered. That keeps the invoice in line with the signed delivery note and avoids disputes over goods that haven't arrived. If you need money upfront, issue a pro-forma invoice to request the advance, and check how VAT or sales tax applies to advance payments with your adviser. ### What is a good DSO for a B2B trading company? There's no single good number; judge DSO against the credit terms you give. If most customers are on 30 days and your DSO is 36, customers are paying about a week late on average. If it's 60, collections need attention. Track the trend monthly, and read it alongside your aging report, because a stable DSO can hide a few very old invoices. ### Why do I need a customer PO if the customer has accepted the quotation? The PO is the customer's formal commitment to buy, issued through their own approval process. It gives you a reference their accounts team will look for before paying, protects you if the order is disputed, and confirms the quantities, prices and delivery details they've agreed to. Starting work on a verbal or chat acceptance leaves you exposed if the order is later disputed. ### How should partial deliveries be handled? Record each dispatch on its own delivery note with the quantities actually sent, keep the rest of the order open, and invoice only what was delivered. Reserve stock for the remaining quantities, so it isn't sold to someone else, and review part-delivered orders regularly. When the final delivery goes out, the order should close with delivered, invoiced and ordered quantities all matching. ### What is the difference between a pro-forma invoice and a tax invoice? A pro-forma invoice is a preliminary bill. It shows what the customer will be charged and is often used to request an advance payment or support an import, but it isn't a tax document. A tax invoice is the formal claim for payment and the tax record for both parties. It carries your tax registration number and is the document the customer uses to account for VAT. ### What is quote to cash software? 1flux is quote to cash software: one system that runs the steps from a customer's price request to cash in the bank, from quotation, approval and acceptance to sales order, delivery, invoice and payment. Each step creates a document that hands its data to the next, so nothing is retyped, and deliveries, invoices and payments post their own journals to the ledger. ### Can a customer PO arrive without a quotation? Yes. In 1flux, operations use **Record a customer PO** to capture a PO that arrived by email or by hand, with the customer, PO number, date, file and salesperson. It lands in the same Order requests inbox as POs from accepted quotations and becomes a sales order the same way, so every order still starts from the customer's PO. ### Does 1flux invoice only what was delivered? Yes. 1flux invoices stock lines only up to the quantity already delivered, so you bill what actually left the warehouse, and partial invoicing follows partial dispatch. Service lines can be invoiced up to the ordered quantity without a delivery. Each sales invoice posts the receivable, revenue and output VAT at the invoice-date rate, and its due date follows the customer's credit basis. Related ## Keep exploring ### [Trading and distribution](https://1flux.ai/solutions/trading-and-distribution) Quote, buy, stock, deliver and invoice in one flow, with books that post themselves. ### [Quotations](https://1flux.ai/products/quotations) Quotes from your catalogue or a customer's PO, approved, locked and sent. ### [Sales orders](https://1flux.ai/products/sales-orders) Customer POs to orders, deliveries, invoices and payments, on one board. ### [Receivables and receipts](https://1flux.ai/products/accounting/receivables) Apply payments across invoices, age every balance and prove the total against the ledger. ### [Procure-to-pay guide](https://1flux.ai/guides/procure-to-pay) Eleven steps from requisition to supplier payment, with the documents, controls, accounting, KPIs and a checklist. ### [How to write a B2B quotation customers say yes to](https://1flux.ai/blog/how-to-write-a-b2b-quotation) The structure business buyers expect, from the cover letter to the signatories, plus approvals, revisions and an example layout. Last updated 11 October 2026