Sales - 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 6165 views 0 likes
Adding Customised 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 3439 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 2159 views 1 likes
Amend, Cancel or Delete Transactions

Introduction The amendments you can make to transactions depend on transaction status and type. Transaction Status Posted Transactions: You can...

July 31st, 2017 19687 views 4 likes
Using Sales Quotes

Introduction Sales Quotes are integrated with the Inventory Management system, either fully in the context of quantities management or partially...

January 23rd, 2023 1195 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 15757 views 1 likes
Creating Sales Item Invoices

Introduction Sales invoices are created by selecting products and prices from the system. The invoicing process is linked to the...

September 15th, 2020 2473 views 1 likes
Creating Sales Item Credit Notes

Introduction Sales Item Credit Notes are issued to Customers for Items that were previously invoiced and then returned or refused...

October 19th, 2017 4838 views 1 likes
Creating Sales Batch Invoices

Introduction Batch Invoices are used where it is not necessary to record detailed product entries. This type of entry is...

October 29th, 2017 5388 views 0 likes
Creating Sales Batch Credit Notes

Introduction Batch Credit Notes are used to record any Credit Notes not related to returns or short deliveries of previously...

October 19th, 2017 3672 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 4168 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 3610 views 0 likes
Using Sales Receipts and Allocations

Introduction Sales Receipts and Allocations lets you record Customer Bank Transfer type Receipts, such as Credit Transfers or Direct Debits,...

November 1st, 2017 9125 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 476 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 AR...

April 12th, 2022 3450 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 4167 views 0 likes
Creating Direct Debit Batches

Introduction Customers can pay using the following Payment Methods: Cheque Online Transfer Direct Debits Info Only Customers with Euro Bank...

November 6th, 2017 3552 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 5779 views 1 likes
Adding Attachments and Notes to Transactions and Master Records

Introduction For review purposes, you can attach multiple scanned documents and memos to all master records and transactions. Examples of...

September 19th, 2017 5624 views 2 likes
Using the Email Log

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

September 28th, 2020 2488 views 1 likes
Emailing Sales Invoices and Customer Statements

Introduction You can email Customer items from the system either individually (Quotes, Orders, Receipts, Invoices, and Reports) or in bulk...

May 28th, 2020 6094 views 2 likes
Printing Sales Documents and Reports

Introduction There are various options throughout the system for printing Sales Documents and Reports. There is also a variety of...

April 13th, 2021 944 views 0 likes
Using Invoice Customisation

Introduction About Style Sheets Style Sheet are templates used to customise the layout of your printable Sales Invoices and Credit...

November 5th, 2017 5178 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 7472 views 0 likes
Managing Sales Representatives

Introduction Create and edit Sales Reps along with their commission rates so the system can automatically track sales by Sales...

October 29th, 2017 3668 views 1 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 1976 views 0 likes

AccountsIQ Knowledge

Managing Customer Master Records

Adding Customised Fields to Master Records

Managing the Customer Portal

Amend, Cancel or Delete 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

Using Invoice Customisation

Managing Head Office Accounting

Managing Sales Representatives

Duplicating Item Invoices or Notes