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5.1Sales Overview

Chapter 5 · Sales·1 min read

  • Headline metrics — Invoiced this month, Unpaid invoices, Overdue invoices, Open estimates, Orders to fulfill and Draft invoices, with a Revenue over time chart and a period picker.
  • Quick actions — New invoice, New estimate, Receive payment, New sales order, Credit note, New recurring invoice.
  • Panels for Invoices to collect (open and overdue, oldest first), Orders to fulfill, Recent payments and Top customers · this year.
  • Sales reports — shortcuts to Sales by customers, Sales by items, Receivable aging summary/details, Invoice details and Payments received (Chapter 19).
10.1Inventory OverviewHeadline metrics — Items in catalog, Out of stock, Low on stock, Orders to fulfill and Open purchase orders. Quick actions — New item, Import items, New…Inventory9.1Accounting OverviewHeadline metrics — Chart of accounts (active accounts), Cash & bank, Journal entries, Draft journals and Tax rates. Quick actions — New journal entry, New…Accounting5.6Sales ordersA sales order confirms that a customer has committed to buy. You record deliveries as goods ship and convert the order into one or more invoices. Essentials…Sales6.1Purchases OverviewHeadline metrics — Billed this month, Unpaid bills, Overdue bills, Open purchase orders and Draft bills, with a spend chart and period picker. Quick actions…Purchases