Working with Payments from Customers (Money In)

To find out more about www.salesorder.com click here to set an appointment. The “Payment from Customers” Document has three purposes: NOTE: A ‘Payment From Customer’ document can be created either from: In both cases click the ‘Receive Payment‘ action from the Action drop-down on the main menu. Using ‘Receive Payment‘ from the Sales Invoice will only apply a payment against … Read More

Pick-Pack-Ship Process

To find out more about www.salesorder.com click here to set an appointment. For very small businesses: If you do not have a separate warehouse operation, simply use the Sales Order document as a mechanism for picking and packing orders. The original Sales Order can be used as a Delivery Note/Packing Slip. For larger businesses: With one or more warehouse operations … Read More

Customer Portal Help

To find out more about www.salesorder.com click here to set an appointment. The Customer Portal is easy to use and allows you to perform tasks such as: Customer Portal User Interface Customer Portal User Interface Confirming your payment Confirming your payment Make a payment Make a payment If this article is unclear, please let us know:

Generating Customer Statements

To find out more about www.salesorder.com click here to set an appointment. To send monthly statements to your customers, you can either: 3. The create Customer Statement Page (below) will show. NOTE: The steps in this diagram show how the Statements are generated: Generating Statements from the Customer List Generating Statements from the Customer List Printing from the Statement List … Read More

Emailing Invoices and Transactional Documents

To find out more about www.salesorder.com click here to set an appointment. Transactional Documents, such as Invoices and Credit Notes can be emailed directly from the document. The email message will automatically include the document as a PDF attachment. Emailing an Invoice Emailing an Invoice From within the Document, (see the Sales Invoice shown above), select the ‘Email’ dropdown on … Read More

Sending Emails

To find out more about www.salesorder.com click here to set an appointment. Email can be sent directly from a contact such as a Customer or Supplier, or directly from a Contact Document. Emails can be sent from transactional documents, such as Invoices, Credit Notes etc. The document is automatically attached as a PDF document. The below instructions are the same … Read More

Creating Related Documents

To find out more about www.salesorder.com click here to set an appointment. For efficient workflow, you can create one Transactional Document from another. For example: As an example a Sales Invoice will be created from a Sales Quote below. The same principle applies to other documents and workflows. Sales Quote in View Mode Sales Quote in View Mode Selecting Line … Read More

Working with Document Templates

To find out more about www.salesorder.com click here to set an appointment. Transactional Documents (Invoices, Sales Orders and Purchase Orders) can be configured to match your business and product/service delivery. Document Templates allows you to: Document Templates are available for: As an example we will discuss the Sales Invoice Document. The same principles apply to the other Document Templates. A … Read More