Quotations that convert to orders
Quote a customer and turn the accepted quotation into a sales order without re-entering the lines.
Quote, order, invoice, paid — one thread, not four disconnected tools.
Farexa Sales runs the order-to-cash cycle end to end: quotations that become orders, orders that become A4 invoices, payments and refunds tracked against the customer — all drawing on the same stock and ledger.
Selling is a sequence, and most software only owns one step of it. You quote in one place, raise the order somewhere else, invoice in a third, and chase payment in a spreadsheet — and every handoff is a chance for the numbers to stop matching. Farexa keeps the whole thread in one system: a quotation is the start of an order, the order produces the invoice, and payments and refunds are recorded against it, so the sale carries its own history from first quote to settled balance.
Because the order is the same record the counter and the warehouse use, it draws on live stock and posts to the ledger as it goes. Discounts apply per line or per order, invoices print as full A4 tax documents, and refunds are recorded rather than quietly deducted — so an order you reopen months later still tells you what was sold, what was discounted, what was paid, and what came back.
That single thread is what makes reporting trustworthy: the quotation conversion you review, the invoices finance sees, and the payments the customer's statement reflects are three views of the same orders, not three exports that disagree the moment one of them is edited.
Key features
What order-to-cash covers.
Sales orders on live stock
Orders draw on the same inventory the counter and warehouse use, so committing stock is real, not notional.
A4 tax invoices
Produce full A4 invoices carrying your business details, per-line VAT, and totals.
Discounts per line or per order
Apply percentage or fixed discounts at the line or the whole order, recorded on the invoice.
Payments and balances
Record payments against orders and track what's paid, partial, or outstanding on the customer's balance.
Refunds with a trail
Refunds are recorded against the order rather than silently deducted, so returns have a history.
Order history per customer
Every order attaches to the customer, building an order history and feeding their statement.
Posts to the ledger
Invoices and payments post to accounts, so sales show up in finance without re-keying.
How it works
From quote to settled balance.
01
Quote the customer. Raise a quotation with lines, discounts, and tax; send it and track whether it converts.
02
Convert to an order. Turn the accepted quotation into a sales order that commits stock and carries the agreed terms.
03
Invoice. Produce the A4 tax invoice from the order, with per-line VAT and your business details.
04
Take payment. Record payments against the order and watch the balance move from outstanding to settled.
05
Handle returns and review. Record any refund against the order, and review conversion, invoices, and payments from one set of records.
Who it's for
Who sells through it.
- B2B and trade sellers — Quote-to-invoice with terms, discounts, and customer balances.
- Wholesale and distribution — Bulk orders that commit real stock and post to the ledger.
- Service and project businesses — Quotations that become invoices without re-keying the scope.
- Sales staff, finance, and owners — Sales staff quote and order; finance sees invoices and payments; owners read conversion.
Works with
Where the sale connects.
- POS — Counter sales are the same order engine, for over-the-counter selling.
- CRM — Orders attach to customers and feed their history and statement.
- Inventory — Orders draw on and commit live stock.
- Accounting — Invoices and payments post to the ledger.
- Analytics — Quotation conversion, sales, and payment reporting.
FAQ
What sales teams ask first.
Can a quotation become an order without re-typing it?
Yes. An accepted quotation converts into a sales order carrying its lines, discounts, and terms, so you don't re-enter the sale to fulfil it. The order then produces the invoice, keeping the whole thread connected.
Do orders use live stock?
Yes. A sales order is the same record inventory and POS use, so it draws on and commits live stock rather than a notional figure — and the order posts to the ledger as it progresses.
Can I track partial payments and balances?
Yes. Payments are recorded against the order, and the balance shows what's paid, partial, or outstanding — which also feeds the customer's statement.
Are refunds tracked?
Yes. Refunds are recorded against the original order rather than quietly deducted, so a reopened order shows what was sold, discounted, paid, and returned.
What does an invoice look like?
A full A4 tax invoice carrying your business name and details, per-line VAT against your tax settings, and totals. The same order can also print as an 80mm receipt through POS.
See a quote become a paid invoice.
Book a walkthrough with your own products and tax rules, and follow one sale from quotation to settled balance.