A **shipment** documents handing over or dispatching goods or a service. It is often the step between order and invoice.

**How to open:** **Sales** → **Shipments**

## Why use shipments

- confirm what went out to the customer or was handed over  
- add carrier / tracking number (if you use them)  
- turn unbilled shipments into a **sales invoice**  
- link to field service or handover documents (if those modules are on)  

## Creating a new shipment

1. Open **Shipments** or open a **sales order**.
2. Create the shipment from the order (recommended) or from the register.
3. Check customer, address, and lines (quantities).
4. Add delivery info (carrier, date, notes).
5. Save / confirm according to your workflow.

## What you can do in the register

- filter by status, customer, date  
- open PDF / print  
- send to the customer (if allowed)  
- **invoice** unbilled shipments (one or a selection)  
- cancel / correct if your permissions allow  

## Statuses (typical)

| Status | What it means |
|--------|---------------|
| **Draft** | Being prepared. |
| **Shipped / handed over** | Document is confirmed. |
| **Invoiced** | Linked to a sales invoice. |
| **Cancelled** | Invalid. |

## Converting to an invoice

1. Find an unbilled shipment (filter).
2. Open or select lines.
3. Click the invoice button (e.g. **Invoice** / **Invoice selected**).
4. Check the invoice preview and confirm.

Next: [Sales invoices](https://help.flowbyte.ee/hc/wiki/articles/sales-invoices).

## Related guides

- [Sales orders](https://help.flowbyte.ee/hc/wiki/articles/sales-orders)
- [Sales invoices](https://help.flowbyte.ee/hc/wiki/articles/sales-invoices)
- [Handover acts (field service)](https://help.flowbyte.ee/hc/wiki/articles/handover-acts) — if you use handover acts in field service