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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 4708 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 16290 views 3 likes
Introduction Sales Quotes are integrated with the Inventory Management system, either fully in the context of quantities management or partially...
January 23rd, 2023 583 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 13894 views 1 likes
Introduction Sales Item Invoicing is integrated with the Inventory Management system, either fully in the context of quantities management, or...
September 15th, 2020 1277 views 0 likes
Introduction Recurring Invoices can be weekly, monthly, quarterly, or annually. They are generally used to prepare a repeating Sales Invoice...
November 2nd, 2017 3091 views 2 likes
Introduction Batch Invoicing is a short form of Invoice entry that requires no product movement or quantity detail. Each line...
October 29th, 2017 4115 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 2689 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 4164 views 1 likes
Introduction Sales Item Credit Notes are issued to Customers for: Items (stocks or services) that were previously invoiced and then...
October 19th, 2017 3805 views 1 likes
Introduction Sales Batch Credit Notes can be used to record Customer Credit Notes where Product (Stock/Service) is not involved. They are...
October 19th, 2017 2660 views 0 likes
Introduction What are Lodgements? A Lodgement is a batch of Cheques, received from your Customers, to which you add a...
November 1st, 2017 7215 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 3274 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 2346 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 2850 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 2632 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 4050 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 1626 views 0 likes
Introduction You can email Customer items from the system either individually (Quotes, Orders, Receipts, Invoices, and Reports) or in bulk...
May 28th, 2020 4960 views 1 likes
Introduction There are various options throughout the system for printing Sales Documents and Reports. There is also a variety of...
April 13th, 2021 472 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 4218 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 1612 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 6415 views 0 likes