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Introduction Customer Master Records must be set up before you can begin processing transactions through the Sales System. These records...
October 28th, 2017 5551 views 0 likes
Introduction The amendments you can make to transactions depend on transaction status and type. Transaction Status Posted Transactions: You can...
July 31st, 2017 18029 views 4 likes
Introduction Sales Quotes are integrated with the Inventory Management system, either fully in the context of quantities management or partially...
January 23rd, 2023 947 views 0 likes
Introduction Sales Order entry is integrated with the Inventory Management system, either fully, in the context of quantities management, or...
October 30th, 2017 14956 views 1 likes
Introduction Sales invoices are created by selecting products and prices from the system. The invoicing process is linked to the...
September 15th, 2020 1810 views 1 likes
Introduction Recurring invoices can be used to invoice for services, maintenance, or frequent delivery. They can be set up to...
November 2nd, 2017 3685 views 3 likes
Introduction Batch Invoices are used where it is not necessary to record detailed product entries. This type of entry is...
October 29th, 2017 4846 views 0 likes
Introduction You can flag Sales and Purchase Invoices as disputed, resulting in them being highlighted in the Aged Reports and...
May 27th, 2018 3141 views 0 likes
Introduction Sales Journals are used to post adjustments to Customer Accounts where no VAT needs to be recorded: Sales Credit...
October 23rd, 2017 4699 views 1 likes
Introduction Sales Item Credit Notes are issued to Customers for Items that were previously invoiced and then returned or refused...
October 19th, 2017 4320 views 1 likes
Introduction Batch Credit Notes are used to record any Credit Notes not related to returns or short deliveries of previously...
October 19th, 2017 3174 views 0 likes
Introduction Sales Receipts and Allocations lets you record Customer Bank Transfer type Receipts, such as Credit Transfers or Direct Debits,...
November 1st, 2017 8380 views 2 likes
Introduction Receipts - Quick Entry lets you post Sales Receipts to the Customer Account after customers settle their sales invoices....
June 14th, 2024 200 views 2 likes
Introduction Note Ensure that you adhere to all tax legislation when processing discounts and rebates. The advice given here is...
November 6th, 2017 3669 views 0 likes
Introduction Creating Refunds without VAT If you do not need to account for VAT on refunds: Customers: Go to Sales...
April 12th, 2022 2888 views 0 likes
Introduction Customers can pay using the following Payment Methods: Cheque Online Transfer Direct Debits Info Only Customers with Euro Bank...
November 6th, 2017 3214 views 1 likes
Introduction You can add custom-designed fields in the Customer, Supplier, and Item Master Records used throughout the entire system. ...
July 31st, 2017 3016 views 2 likes
Introduction For review purposes, you can attach multiple scanned documents and memos to all master records and transactions. Examples of...
September 19th, 2017 4890 views 2 likes
Introduction The Email Log displays all email communications between users and a company. This includes: Orders Invoices Statements Remittances See:...
September 28th, 2020 2067 views 1 likes
Introduction You can email Customer items from the system either individually (Quotes, Orders, Receipts, Invoices, and Reports) or in bulk...
May 28th, 2020 5566 views 2 likes
Introduction There are various options throughout the system for printing Sales Documents and Reports. There is also a variety of...
April 13th, 2021 678 views 0 likes
Introduction About Style Sheets You can create templates (called Style Sheets) that customise the layout of your printable Sales Invoices...
November 5th, 2017 4647 views 0 likes
Introduction The Customer Portal allows Customers to view their Accounts Receivable (Debtors Ledger) Account with your company online. This feature...
November 4th, 2017 1843 views 1 likes
Introduction Head Office Accounting directs Invoices and Credit Notes raised at Branch level to be recorded against the Head Office...
October 29th, 2017 6975 views 0 likes
Introduction Create and edit Sales Reps along with their commission rates so the system can automatically track sales by Sales...
October 29th, 2017 3276 views 1 likes