> ## Documentation Index
> Fetch the complete documentation index at: https://docs.fusioncore.us/llms.txt
> Use this file to discover all available pages before exploring further.

# Orders and Opportunities Overview

> Track potential sales as Opportunities, turn them into billable Orders, add products, take and reverse payments, and apply account credit.

## What This Section Covers

This section is where money actually moves in fusionCore. You track a potential sale as an **Opportunity**, convert it into a billable **Order**, add the products being sold, and then take the accounting motions on that Order — payments, refunds, adjustments, write-offs, and voids. Each motion is recorded as a **Financial Event** that your finance team can report on.

If you are new here, start with **Opportunities** (or create an Order directly from an Account or Contact), then learn how products and payments work on an Order.

## Key Concepts

* **Opportunity** — a potential sale (a membership renewal, sponsorship, or registration) that you can price and then convert into an Order.
* **Order** — the billable transaction. You add products through the **Order Entry** screen, then take payments and other accounting motions against it.
* **Financial Event** (`FCORE_PAY__Financial_Event__c`) — the per-transaction ledger record fusionCore writes for each motion (payment, refund, A/R, void, write-off, adjustment).
* **Account Credit** — a stored balance you can apply as a payment method on a future Order.

## Explore the Section

<CardGroup cols={2}>
  <Card title="Opportunities" icon="lightbulb" href="/end-user-guides/orders/opportunities/index" arrow="true">
    Track potential sales and convert them into Orders.
  </Card>

  <Card title="Orders" icon="cart-shopping" href="/end-user-guides/orders/orders/index" arrow="true">
    Create Orders and take the accounting motions — pay, refund, adjust, write off, void and apply account credit.
  </Card>

  <Card title="Opportunity Products" icon="boxes-stacked" href="/end-user-guides/orders/order-opportunity-products/index" arrow="true">
    Add products to an Opportunity through the Order Entry screen before converting it.
  </Card>

  <Card title="Purchase Activities" icon="receipt" href="/end-user-guides/orders/purchase-activities/index" arrow="true">
    The record of what a customer bought, created when an Order is activated — and how it assigns benefits.
  </Card>

  <Card title="Installments" icon="calendar-days" href="/end-user-guides/orders/installments/index" arrow="true">
    Split an Order's balance into scheduled payments collected over time. Works for any installment-eligible product.
  </Card>

  <Card title="Auto-Charge" icon="credit-card" href="/end-user-guides/orders/auto-charge/index" arrow="true">
    Collect scheduled installment payments automatically against a saved payment method.
  </Card>
</CardGroup>

## Related Features

<CardGroup cols={2}>
  <Card title="Product Configuration" icon="box" href="/end-user-guides/products/index" arrow="true">
    Set up the products and prices that Orders and Opportunities sell.
  </Card>

  <Card title="Accounting" icon="building-columns" href="/end-user-guides/accounting/index" arrow="true">
    Business Units, GL Accounts, and Payment Types — the financial backbone Orders post against.
  </Card>

  <Card title="Subscriptions" icon="rotate" href="/end-user-guides/subscriptions/index" arrow="true">
    Subscription renewals build on the Orders — and the installments and auto-charge — set up here.
  </Card>
</CardGroup>
