Sales

This section explains how to enter information about sales to your customers. You record a sale by specifying the customer’s details, the invoice layout (item, service, professional, time billing or miscellaneous), the status of the sale (quote, order or invoice) and the details of the items or services sold. The section also explains the various ways of sending an invoice, how to record customer payments, how to issue a customer credit, and how to analyse sales activities with a variety of reports and other analytical tools.

In this section

■	Creating a lead card

■	Creating a customer card

■	Entering sales

■	Recording sales with insufficient on-hand item quantities

■	Changing the status of a sale

■	Track a change order

■	Reviewing your sales information

■	Receiving payments

■	Printing payment receipts

■	Credit control

■	Customer credits

■	Dealing with a supplier who is also a customer

■	Accounting for bad debts

■	Progress Billing

■	Manage Retainers, Escrows & Trusts

■	Process Web Orders

■	Commission Tracking

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