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

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

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 Cash Sales

To find out more about www.salesorder.com click here to set an appointment. A Cash sale is recorded when a Customer pays you in full when the sale is made. The Cash Sale Document records: In accounting terms, Cash Sales are recorded in your cash/ bank balance, while invoices are recorded in your Accounts Receivable Ledger (Sales Ledger). See Creating new … Read More

Working with Customers

To find out more about www.salesorder.com click here to set an appointment. The Customer Document stores all details about the Customer. Where you can create, recall and view all associated information and Documents of a Customer.   Functions include: Edit Customer – To add or update information Find dropdown allows searches for: Actions include: If this article is unclear, please … Read More

Working with Prospects

To find out more about www.salesorder.com click here to set an appointment. Prospects are potential Customers. You can attach Contacts, Quotes, Estimates etc. to a prospect. To invoice a Prospect, you first must convert the Prospect to a Customer. This document is very similar to a customer document. Functions include: If this article is unclear, please let us know:

Working with Timesheets

To find out more about www.salesorder.com click here to set an appointment. The electronic Timesheet Document allows staff to enter time worked on Jobs/Projects both internal and external. You no longer need a paper ‘Timesheet Form’. You can associate a time booked with a specific Job, by using the Timesheet Line Item table. There are two ways: The New Timesheet … Read More

Working with Expense Claims

To find out more about www.salesorder.com click here to set an appointment. The Expense Claim Document allows staff to enter their expenses. You no longer need a paper ‘Expense Form’ as all the underlying accounting for these expenses are now done automatically. You can associate an expense with a specific job, by using the Expense Claim Line Item. There are … Read More

Configuring Jobs

To find out more about www.salesorder.com click here to set an appointment. The Job Configuration Document lets you configure the unique Ref # for new Jobs. To ensure the Job column is always shown on Transactional Documents, it needs to be activated here. Enabling the Line Item table Job Column Enabling the Line Item table Job Column If this article … Read More