> For the complete documentation index, see [llms.txt](https://docs.keepup.store/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.keepup.store/docs/tutorials/sales.md).

# Sales

### Understanding The Sale Cycle 

> On Keepup Store, a sale can be categorized under various statuses, each representing a distinct stage in the sales process: **Quote**, **Invoice**, **Receipt**, **Refunded**, and **Canceled**. Here’s how each status functions within the cycle of a sale:

> #### Quote 
>
> A sale can initially be recorded as a **Quote**. This status is used when no payment has yet been made and serves as an estimate or proposal for the customer. Importantly, a quote does not affect the total balance due from the customer as it is simply a preliminary assessment.

> #### **Invoice**
>
> If the sale is either partially paid or intended to be paid, it is classified as an **Invoice**. This status is crucial because it adds the amount due to the total balance that needs to be received from customers, representing a formal request for payment. Any partial payments received automatically convert a quote to an invoice.

> #### **Receipt**
>
> Once full payment is received for an invoice, its status is updated to **Receipt**. This status confirms that the transaction has been fully settled and there are no outstanding amounts.

> #### **Refunded**
>
> If a sale that has reached the receipt stage needs to be reversed, perhaps due to a return or customer dissatisfaction, it can be moved to **Refunded**. This status indicates that the amount previously recorded as received has been returned to the customer.

> #### **Canceled** 
>
> At any point, if the transaction does not proceed (e.g., if a customer decides not to go forward with a quote or an invoice), the sale can be classified as **Canceled**. This status is used to denote that the sale has been nullified and there is no expectation of payment or delivery of goods/services.

### **Tutorials**

{% content-ref url="/pages/UB9FRLF5xwBZgSWq5zOQ" %}
[How to Create a Quote, Invoice or Receipt](/docs/tutorials/sales/how-to-create-a-quote-invoice-or-receipt.md)
{% endcontent-ref %}

{% content-ref url="/pages/hBkYm4KtrS8jfzpkNqep" %}
[How to Edit a Quote or an Invoice](/docs/tutorials/sales/how-to-edit-a-quote-or-an-invoice.md)
{% endcontent-ref %}

{% content-ref url="/pages/TSq3dL7X3IThrxe7DdIM" %}
[How to Record Payment for a Quote or an Invoice.](/docs/tutorials/sales/how-to-record-payment-for-a-quote-or-an-invoice..md)
{% endcontent-ref %}

{% content-ref url="/pages/sITj1DXB1sYUtzfyzfQf" %}
[How to Filter Sales](/docs/tutorials/sales/how-to-filter-sales.md)
{% endcontent-ref %}

{% content-ref url="/pages/maEeyUYFJ2FtMbch062d" %}
[How to Delete a Sale](/docs/tutorials/sales/how-to-delete-a-sale.md)
{% endcontent-ref %}

{% content-ref url="/pages/nUIwgtrMke8tpfm87V9B" %}
[How to Print a Sale](/docs/tutorials/sales/how-to-print-a-sale.md)
{% endcontent-ref %}