Sales order template
A sales order template confirms a customer order that you have accepted, sitting between a quote and an invoice. It lists the goods or services, agreed prices and delivery details. Fill in the fields and download a clean PDF.
When do you use a sales order?
Use a sales order to confirm what the customer has ordered and agreed, before you deliver and invoice.
What should a sales order include?
- Your business details
- Customer details
- Sales order number
- Order date and requested delivery date
- Itemised goods or services with prices
- Delivery address
- Agreed terms
Frequently asked questions
What is a sales order?
A sales order is a document you create to confirm a customer order you have accepted. It sits between the quote the customer accepted and the invoice you later send, and records exactly what was agreed.
How is a sales order different from a purchase order?
A purchase order is raised by the buyer to place an order. A sales order is raised by the seller to confirm that order internally and to the customer.
Do I need a sales order?
They help product and service businesses track what has been agreed and what needs to be delivered, especially when there is a gap between the order and the invoice.
Does the sales order generator cost anything?
No charge applies in the current release. You can build and download a sales order with no watermark and no card details requested, and without an account. There is no account to create: everything is built and stored in your own browser.
What should a sales order include?
Include your business and customer details, a sales order number, the order and requested delivery dates, an itemised list with agreed prices, the delivery address, and the agreed terms.