# Sales

**Sales** is where the documents you send to a customer live: quotes, invoices, credit notes and the payments recorded against them. It appears as **Sales** in the sidebar for every business. It works whether or not you sell through a storefront. If you do, quote requests from your storefront arrive in the same list as the quotes you write yourself, marked **Storefront request**.

## What is in this chapter

| Page | What it covers |
| --- | --- |
| [Quotes](/docs/sales/quotes) | Writing, sending, and following up a quote through to acceptance |
| [Invoices](/docs/sales/invoices) | Invoices, credit notes, and what can still be changed after sending |
| [Payments](/docs/sales/payments) | Recording payments and reading the payments list |
| [Templates](/docs/sales/templates) | Designing the PDF a customer receives |
| [Sales settings](/docs/sales/settings) | Acceptance mode, validity, payment term, terms text, and your libraries |
| [Importing](/docs/sales/import) | Bringing existing quotes, invoices and numbers in from another system |
| [Sales on mobile](/docs/sales/mobile) | What the Borkol app shows and lets you do |

## How the pieces fit together

1. You write a **quote** and send it. It gets its number at that moment, the prices are frozen, and the customer receives a PDF with a link to accept or decline it.
2. When the customer accepts, Sales does what you configured under **Sales settings → Quotes → When a quote is accepted**: it creates a draft **invoice**, or (with the Webshop module enabled) an **order**.
3. You send the invoice, the customer pays, and you record the **payment**. The invoice flips to **Paid** when nothing is left open.
4. A sent invoice is never edited. A correction is a **credit note**, which is its own numbered document.

Numbers come from the series you define under **Settings → Numbering**. Drafts have no number: nothing is burned until you actually send a document.

## What lives elsewhere

- Your company details, logo, IBAN and signature are under **Settings → Business**, not here. They print on every document.
- Number formats and prefixes are under **Settings → Numbering**.
- VAT classes are under **Settings → Taxes**.
- Contacts and their addresses are under **Contacts**.

## On mobile

The Borkol app shows the same quotes, invoices and payments, and lets you resend an email, cancel a quote, record a payment, mark an invoice paid and open any PDF. Writing and editing documents happens in the dashboard, where the full editor lives. See [Sales on mobile](/docs/sales/mobile).