Sales (AR) - AccountsIQ

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Managing Customer Master Records

Introduction Customer Master Records must be set up before you can begin processing transactions through the Sales System. These records...

October 28th, 2017 11143 views 0 likes
Adding Custom Fields to Master Records

Introduction You can add custom-designed fields in the Customer, Supplier, and Item Master Records used throughout the entire system. Info...

July 31st, 2017 6850 views 2 likes
Managing the Customer Portal

Introduction The Customer Portal allows Customers to view their Accounts Receivable (Debtors Ledger) Account with your company online. This feature...

November 4th, 2017 4184 views 1 likes
Amending Transactions

Amendment Rules based on Transaction Type Prerequisite: Ensure that you have the correct permissions to amend transactions. See Setting Up...

July 31st, 2017 31474 views 5 likes
Using Sales Quotes

Introduction Using Sales Quotes Sales Quotes are optional. To use Sales Quotes, first, create a Sales Quote, then send it...

January 23rd, 2023 4415 views 0 likes
Using Sales Orders

Introduction Sales Order entry is integrated with the Inventory Management system, either fully, in the context of quantities management, or...

October 30th, 2017 21392 views 1 likes
Creating Sales Item Invoices

Introduction Sales Invoicing is linked to the following processes: Sales Order Process: These can be entered directly or can be based...

September 15th, 2020 7191 views 1 likes
Creating Sales Item Credit Notes

Introduction When to use Item Credit Notes Sales Item Credit Notes are issued to Customers for Items that were previously...

October 19th, 2017 9423 views 1 likes
Creating Sales Batch Invoices

Introduction When to use batch invoicing Batch Invoices are used where it is not necessary to record detailed product entries,...

October 29th, 2017 9927 views 0 likes
Creating Sales Batch Credit Notes

Introduction When to use Batch Invoicing Batch Credit Notes are used to record any Credit Notes not related to returns...

October 19th, 2017 7225 views 0 likes
Creating Recurring Sales Invoices

Introduction Recurring invoices can be used to invoice for services, maintenance, or frequent delivery. They can be set up to...

November 2nd, 2017 8358 views 3 likes
Marking an Invoice as Disputed

Introduction When you flag Sales and Purchase Invoices as disputed, they will be highlighted in the Aged Reports and Supplier...

May 27th, 2018 7149 views 0 likes
Using Sales Receipts and Allocations

Introduction Using the Sales Receipts & Allocations screen This screen lets you: Record Customer Bank Transfer type receipts, such as...

November 1st, 2017 15343 views 2 likes
Using Sales Receipts - Quick Entry

Introduction Receipts - Quick Entry lets you post Sales Receipts to the Customer Account after customers settle their sales invoices....

June 14th, 2024 3228 views 2 likes
Creating Customer and Supplier Refunds

Introduction Creating Refunds without VAT If you do not need to account for VAT on refunds: Customers: Go to Sales...

April 12th, 2022 8506 views 0 likes
Processing Discounts and Rebates

Introduction Note Ensure that you adhere to all tax legislation when processing discounts and rebates. The advice given here is...

November 6th, 2017 7504 views 0 likes
Creating Direct Debit Batches

Introduction Customers can pay using the following Payment Methods: Cheque Online Transfer Direct Debits Info: Only Euro Denominated IBAN compatible...

November 6th, 2017 6233 views 1 likes
Creating Sales Debit and Credit Journals

Introduction Sales Journals are used to post adjustments to Customer Accounts where no VAT needs to be recorded: Sales Credit...

October 23rd, 2017 9869 views 1 likes
Adding Attachments and Notes to Transactions and Master Records

Introduction For review purposes, you can attach multiple documents and notes to all master records and transactions. Document Size and...

September 19th, 2017 10814 views 4 likes
Using the Email Log

Introduction The Email Log displays all email communications between users and a company. This includes: Orders Invoices Statements Remittances Automated...

September 28th, 2020 5485 views 1 likes
Emailing Sales Invoices and Customer Statements

Introduction Individual vs Bulk Emailing The following documents can be emailed individually from either the listing grid or Transaction Browser.:...

May 28th, 2020 10518 views 3 likes
Printing Sales Documents and Reports

Introduction There are various options throughout the system for printing Sales Documents and Reports to a variety of formats including...

April 13th, 2021 3829 views 0 likes
Managing Head Office Accounting

Introduction Head Office Accounting directs Invoices and Credit Notes raised at Branch level to be recorded against the Head Office...

October 29th, 2017 11390 views 0 likes
Duplicating Item Invoices or Notes

Introduction Duplicate previously Posted Invoices and Notes to save time. Find the required Invoice, duplicate it, give it a new...

September 4th, 2018 5105 views 0 likes
Using Document Customisation

Introduction New Navigation This new improved version of Invoice Customisation is only available on the new navigation. About Styles...

January 8th, 2026 309 views 1 likes

AccountsIQ Knowledge

Managing Customer Master Records

Adding Custom Fields to Master Records

Managing the Customer Portal

Amending Transactions

Using Sales Quotes

Using Sales Orders

Creating Sales Item Invoices

Creating Sales Item Credit Notes

Creating Sales Batch Invoices

Creating Sales Batch Credit Notes

Creating Recurring Sales Invoices

Marking an Invoice as Disputed

Using Sales Receipts and Allocations

Using Sales Receipts - Quick Entry

Creating Customer and Supplier Refunds

Processing Discounts and Rebates

Creating Direct Debit Batches

Creating Sales Debit and Credit Journals

Adding Attachments and Notes to Transactions and Master Records

Using the Email Log

Emailing Sales Invoices and Customer Statements

Printing Sales Documents and Reports

Managing Head Office Accounting

Duplicating Item Invoices or Notes

Using Document Customisation