An order goes through several stages. You create a new offer: Status "Draft". Then you send the offer to the customer: Status "Open". The customer accepts the offer. Status "Accepted". From the offer you now create an order confirmation, then delivery notes, invoices, etc.

This whole process happens primarily through the "Next step" button. There are 3 different steps which you can accomplish with it:

  1. Change status [more]
    This changes the status of the document (e.g. from Open to Paid).
  2. Book [more]
    A payment, discount, del credere, etc. can be booked here.
  3. Continue as [more]
    The order can be processed further here. For example you can create an invoice from an offer.

Note: All of these steps can be performed for a single document as well as multiple documents.