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 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 Sales Forecasts

To find out more about www.salesorder.com click here to set an appointment, or read about their take on Business Intelligence. This provides a way of forecasting sales revenue over a period of time in the future. The Sales Forecast Document collates Sales Opportunities to measure the sales revenue for a particular period. This Sales Forecast can be generated for individuals and … Read More

Working with Transactional Documents

To find out more about www.salesorder.com click here to set an appointment. Transactional Documents such as Sales Invoices, Sales Quotes, Purchase Orders, Bills etc. are all similar in the way they are created and used, even though the underlying purpose of the Documents may be quite different. The sub-topics listed within this area of the help file describe the common … Read More