Transactions
Sales Quotation Entry	Select Template For Delivery Use a pre-selected template for delivery.
Sales Order Entry	Select Template For Invoicing Use a pre-selected template for invoicing.
Direct Delivery Delivery and Sales Order in one step.	Create And Print Recurrent Invoices Create due Recurrent Invoice and print/email them.
Direct Invoice Sales Invoice, Delivery and Sales Order in one step.	Customer Payment Entry Customer Payment and optional Allocation.
Delivery Against Sales Orders Select Sales Order and dispatch goods. Search outstanding Sales Orders.	Customer Credit Note
Invoice Against Sales Delivery	Allocate Customer Payments or Credit Notes Allocate your Payments from Customer
Inquiries and Reports
Sales Quotation Inquiry
Sales Order Inquiry
Customer Transaction Inquiry	Reports and Analysis
Customer Allocation Inquiry
Maintenance
Add and Manage Customers	Sales Types
Customer Branches	Sales Persons
Sales Groups	Sales Areas
Recurrent Invoices Configure Invoices sent on a regular base.	Credit Status Setup

When printing Invoices from print-out center, you can select to include a Paypal link.
If you want to be paid by credit card, then create a bank account with the name of the credit card.
Configure invoice print layout.
Before invoicing service type items to customers, the service items must be explicitly added to the list of items as such.

Page last modified on March 22, 2013, at 11:53 AM

Sales