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Sales

Money in and money out·12 articles·21 min in all

Chapter 5

Sales is where you record everything you sell and everything customers owe you. It covers the whole journey — a quote (estimate), a confirmed order, deliveries, the invoice, the payment and, when something comes back, a credit note or refund — plus recurring billing and instant cash sales.

Left rail: Overview · Invoices · Recurring · Estimates · Sales Orders · Deliveries · Receipts · Credit Notes · Payments Received · Reports.

Articles in this category

  1. 5.1Sales Overview1 min
  2. 5.2The sales document lifecycle at a glance1 min
  3. 5.3Invoices7 min
  4. 5.4Recurring invoices1 min
  5. 5.5Estimates1 min
  6. 5.6Sales orders3 min
  7. 5.7Deliveries1 min
  8. 5.8Receipts (cash sales)1 min
  9. 5.9Payments received2 min
  10. 5.10Credit notes1 min
  11. 5.11Sales reports1 min
  12. 5.12Pick, pack and ship3 min
Create and send an invoiceThe invoice form, Manage invoice, payment schedules and sending by email.Record a payment receivedOne customer payment allocated across several open invoices.