Overview
The Sales Document Type feature of SalesPad Cloud allows you to create a variety of different Sales Document Types, including estimates/quotes, orders, invoices, returns, sales receipts, and refund receipts. By default, SalesPad Cloud creates one of each Sales Document Type for you when you create a new company. You can rename these or create new Sales Document Types as needed.
To get started, select Sales Document Type from the Settings menu.
Navigation Menu
Sales Document Type
Create a Sales Document Type
To create a Sales Document Type, click the New Sales Document Type button in the upper left-hand corner of the screen.
The Create Sales Document Type drawer will appear. Fill out the information fields in this drawer. Depending on which Sale Type you select, some of the available fields will vary.
For a brief description of the different information fields in the Create Sales Document Type drawer, click here:
For Sales Document Types with an Estimate Sale Type:
Display Name - Allows you to name the Sales Document Type
Sale Type - Selects between Estimate, Order, Invoice, Return, Sales Receipt, or Refund sale type
Workflow - Designates which Workflow the document will appear in
Can Transfer To - Selects what other types of documents this document can be transferred to (as an example, an Estimate might transfer to an Order)
Payments Allowed - Allows payments on the document
Shown - Allows the document to be shown on your Quickbooks Online account
For Sales Document Types with an Order Sale Type:
Display Name - Allows you to name the Sales Document Type
Sale Type - Selects between Estimate, Order, Invoice, Return, Sales Receipt, or Refund sale type
Workflow - Designates which Workflow the document will appear in
Lot Fulfillment Method - Determines if the lot fulfillment method used for this document is automatic or manual
Can Transfer To - Selects what other types of documents this document can be transferred to (as an example, an Estimate might transfer to an Order)
Serial Fulfillment Method - Determines if the serial fulfillment method used for this document is automatic or manual
Allocation Method - Determines if the allocation method used for this document is automatic or manual
Can Dropship - Allows dropshipping on the document
Can Partially Invoice - Allows the document to be partially invoiced
Can Ship - Allows shipment on the document
Payments Allowed - Allows payments on the document
Shown - Allows the document to be shown on your Quickbooks Online account
For Sales Document Types with an Invoice Sale Type
Display Name - Allows you to name the Sales Document Type
Sale Type - Selects between Estimate, Order, Invoice, Return, Sales Receipt, or Refund sale type
Workflow - Designates which Workflow the document will appear in
Lot Fulfillment Method - Determines if the lot fulfillment method used for this document is automatic or manual
Fulfillment Method - Determines if the document is automatically or manually fulfilled
Serial Fulfillment Method - Determines if the serial fulfillment method used for this document is automatic or manual
Can Dropship - Allows dropshipping on the document
Can Post - Allows the document to be posted to your Quickbooks Online account
Can Purchase - Allows purchasing on the document
Can Ship - Allows shipment on the document
Payments Allowed - Allows payments on the document
Shown - Allows the document to be shown on your Quickbooks Online account
For Sales Document Types with a Return Sale Type
Display Name - Allows you to name the Sales Document Type
Sale Type - Selects between Estimate, Order, Invoice, Return, Sales Receipt, or Refund sale type
Workflow - Designates which Workflow the document will appear in
Can Post - Allows the document to be posted to your Quickbooks Online account
Payments Allowed - Allows payments on the document
Shown - Allows the document to be shown on your Quickbooks Online account
For Sales Document Types with a Sales Receipt Sale Type
Display Name - Allows you to name the Sales Document Type
Sale Type - Selects between Estimate, Order, Invoice, Return, Sales Receipt, or Refund sale type
Workflow - Designates which Workflow the document will appear in
Lot Fulfillment Method - Determines if the lot fulfillment method used for this document is automatic or manual
Fulfillment Method - Determines if the document is automatically or manually fulfilled
Serial Fulfillment Method - Determines if the serial fulfillment method used for this document is automatic or manual
Can Dropship - Allows dropshipping on the document
Can Post - Allows the document to be posted to your Quickbooks Online account
Can Purchase - Allows purchasing on the document
Can Ship - Allows shipment on the document
Payments Allowed - Allows payments on the document
Shown - Allows the document to be shown on your Quickbooks Online account
For Sales Document Types with a Refund Sale Type
Display Name - Allows you to name the Sales Document Type
Sale Type - Selects between Estimate, Order, Invoice, Return, Sales Receipt, or Refund sale type
Workflow - Designates which Workflow the document will appear in
Can Post - Allows the document to be posted to your Quickbooks Online account
Payments Allowed - Allows payments on the document
Shown - Allows the document to be shown on your Quickbooks Online account
When you've finished entering your information, click Save.
Edit a Sales Document Type
To edit an existing Sales Document Type, first select the Sales Document Type from the list on the left-hand side of the Sales Document Type window.
Once you've selected the Sales Document Type you want to edit, make your changes in the information fields on the right-hand side of the screen.
When you've finished making your changes, click Save.
See it in Action
Sales Document Types appear in the New Transaction dropdown in the Sales module.
