Working with Delivery Notes

To find out more about www.salesorder.com click here to set an appointment. A Delivery Note (aka a Packing Slip) accompanies the physically delivery to your Customer. A Delivery Note is created from a Cash Sale or Sales Invoice. The Customer is able to use this Document to check what was delivered against what they bought for reconciliation purposes. A Delivery … Read More

Working with Customer Refunds

To find out more about www.salesorder.com click here to set an appointment. A Customer Refund document is directly related to a sales activity. If a customer returns an Item, the Customer Refund document records the following: If the above is related to a Cash sale, the cash sale document would be used to create the Sales Refund document. This is … Read More

Working with Customer Credit Notes

To find out more about www.salesorder.com click here to set an appointment. The Customer Credit note (aka a Credit Memo) can be used in four ways: In all cases you should send a copy of the Credit Note to your Customer. See Creating new Transactions and Entering Line Items for the basic information. A Customer Credit Note can be created … Read More

Bulk Printing Invoices

To find out more about www.salesorder.com click here to set an appointment. Multiple Sales Invoices can be printed from the Sales Invoice List (below). Printing multiple invoices Printing multiple invoices If this article is unclear, please let us know:

Working with Sales Invoices

To find out more about www.salesorder.com click here to set an appointment. The Sales Invoice is a legal document issued to your Customer. It indicates: See Creating new Transactions and Entering Line Items for the basic information. If this article is unclear, please let us know:

Working with Leads

To find out more about www.salesorder.com click here to set an appointment. The Lead Document captures details about sales enquiries from prospective or existing Customers. To prioritize sales activities, the following details can be captured: Memos are available to capture additional information and interactions. When required, a Lead can be converted into a Prospect or a Customer. A lead can … Read More

Working with Payments to Suppliers (Money Out)

You will have fingertip access to your suppliers, purchase quotes, purchase orders, cash purchases, supplier payments and even supplier refunds and credit notes, plus robust integration with various other systems. To find out more about www.salesorder.com‘s versatility, have a look here, or click here to set an appointment. The Payment to Supplier Document has three purposes: If you select the Action ‘Make Payment‘ only … Read More

Working with Bills (Supplier Invoices)

You will have fingertip access to your suppliers, purchase quotes, purchase orders, cash purchases, supplier payments and even supplier refunds and credit notes, plus robust integration with various other systems. To find out more about www.salesorder.com‘s versatility, have a look here, or click here to set an appointment. A Bill Document records an Invoice sent to you from a Supplier. This ensures you have … Read More

Working with Purchase Quotes

You will have fingertip access to your suppliers, purchase quotes, purchase orders, cash purchases, supplier payments and even supplier refunds and credit notes, plus robust integration with various other systems. To find out more about www.salesorder.com‘s versatility, have a look here, or click here to set an appointment. It’s advisable to get quotes or estimates from multiple suppliers. The Purchase Quote document allows you … Read More

Uploading your Company Logo

To find out more about www.salesorder.com click here to set an appointment. Your Company logo can be uploaded to appear on printed Documents such as Invoices and Customer Statements. How to upload your company logo How to upload your company logo The logo has been uploaded The logo has been uploaded If this article is unclear, please let us know: