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 Sales Orders

To find out more about www.salesorder.com click here to set an appointment. The Sales Order is used to confirm, record and track the progress of a sale. It is a ‘living’ record of what was sold and the ‘state’ of what has and has not been delivered. The Sales Order in combination with Memos, is used to track and review … 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 Items

To find out more about www.salesorder.com click here to set an appointment. ‘Items’ or ‘Item Documents’ represents anything you buy or sell in your business, whether it is a product or a service. For example, if you stock and sell computers, each type of computer would be entered as a Stock Item Document. Similarly, if your company sells services, each … Read More

Working with Supplier Refunds

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 Supplier Refund Document is used to record your Supplier returning money that is directly related … 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

Working with A/C Memo

To find out more about www.salesorder.com click here to set an appointment. Documents that Post values to the Accounts, such as Sales Invoices, Bills, Payments has a text field called A/C Memo which is an abbreviation for ‘Account Memo.’ This field provides a way of attaching a brief description to the Transaction that will appear in the Accounts. This field … Read More

Entering Purchases directly

To find out more about www.salesorder.com click here to set an appointment. To enter multiple purchases easily, you can enter Purchases directly on the Associated Bank Account. As long as the purchases comes from the same Bank, Credit Card or Petty Cash Account, you can use this document. If you do not want to set up a Supplier Document and … Read More