Sales Orders & Booking Pipeline Report

Have the customer or order number you want to review ready.

1. 1
   Open Reports and select Sales Orders.
2. 2
   Use Filter by date and All Currencies, then click Search. Search for a customer or order number to narrow the list.
3. 3
   Open the order to check fulfillment and invoice details.
4. 4
   Open an order with an outstanding line and compare its reservation and fulfillment history.
5. 5
   Check the linked invoice separately when the question is about billing rather than shipping.

An order can be partly fulfilled. The report's dates and currency describe the order view, while payment is tracked elsewhere.

An order amount is not necessarily posted revenue; invoice posting is separate.

WARNING: Do not use an order report as an AR balance or proof of payment.

Open each order to verify its shipment and invoice links before calling the sale complete.

If the quantity looks wrong, compare the physical shipment records before changing the order.