Reviewing your sales information

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Reviewing payroll information

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Sales > Reviewing your sales information

Reviewing your sales information

There are several tools that you can use to review your sales information.


Tool	Description	See
To Do List	The To Do List displays all open sales, recurring sales and orders sorted by overdue dates.	below
Analyse Debtors	The Analyse Debtors window displays ageing information for all open invoices.	below
Analyse Sales	The Analyse Sales window provides a graphical snapshot of your sales activities.	below
Sales reports	Sales reports help you keep track of your sales activities.	below
Sales history	History lets you view seven years of sales history for an item, a customer or an employee.	below
Sales Register	The Sales Register window gives you a complete picture of your sales activity—open and closed invoices, orders, quotes, returns, credits and so on.	Finding a transaction
Find Transactions	The Find Transactions window helps you find individual sales transactions quickly.	Finding a transaction
Transaction Journal	The Transaction Journal lists journal entries of your sales and other transactions.	Finding a transaction

To view a list of all unpaid sales sorted by days overdue

1	Click To Do List in any command centre. The To Do List window appears.

2	Click the Debtors tab. A list of all unpaid sales appears.

The Overdue column shows the number of days an invoice is overdue. (A negative number in the Overdue column indicates that the payment is not yet due.) The number of days an invoice is overdue is calculated by checking the original date of the invoice, comparing it to today’s date and looking at the customer’s credit terms.

3	If you want to send a collection letter to customers with overdue payments:

a	Select those customers by clicking in the select column () next to the customer’s name.

b	If you have installed OfficeLink, click Mail Merge to create the letter directly in your word processor. Otherwise, click Disk, choose a file format and click Save.

To analyse your debtors

To analyse your sales activities

To view sales reports

To view sales history

■	Entering sales

■	Using graphs

■	Financial control

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