Sales
Sales is the customer-facing sales workspace for Zenvio.
Use this section to create and manage:
- Customer documents (invoices, credit notes, proforma invoices, quotes, orders)
- Delivery and export workflows
- Payment visibility and lifecycle states
🗃️ Invoices
2 items
📄️ Credit Notes
Create and manage credit notes tied to invoices.
📄️ Proforma Invoices
Create and send proforma documents before final invoice issuance.
📄️ Orders
Sales orders capture pre-invoice commitments from customers.
📄️ Quotes
Quotes help teams send structured offers before closing a sale.