An order is what you agree before the money moves: a sales order is a customer's confirmed request to buy, a purchase order is what you send a supplier. Finocket tracks both, shows what's still open, and converts a completed order into an invoice or bill in one tap — orders stay out of your books, GST and stock until then.
Why orders are kept out of your books
An open sales order is not a sale — so it never appears in your income, GST returns, receivables or stock. An open purchase order isn't an expense. Only when you Convert does the real document get created, so nothing is ever counted twice.
Raise an order
- Open Orders — sales orders and purchase orders sit on their own tabs.
- Choose New sales order or New purchase order.
- Pick the customer (SO) or type the supplier (PO), set the order date and an optional expected date.
- Add line items — pick from your catalog to fill description and rate, set quantities; totals add up as you go.
- Save. Each order numbers on its own series (SO-0001, PO-0001).
Track what's open
The register lists your orders with a status — draft, open, partial (some lines received or delivered), fulfilled or cancelled — so you can see at a glance what's still to be delivered or received.
Convert an order
When a sales order is ready to bill, tap Convert to invoice: Finocket creates a draft invoice for that customer with the same line items and marks the order fulfilled, linked to the invoice. A purchase order converts the same way into an expense (bill) for the order total. An order converts only once — you can never accidentally bill it twice.
Access & control
Owners and assistants raise and convert orders; an invited accountant sees the register read-only. Orders is a module — turn it on under Settings → Modules & features if the screen isn't in your nav.
Related: Clients & invoices, Inventory & stock.