Pages
- How To Setup and Install Sales Processing
- Sales Order
- How to Create Standard Sales Order
- How to Create Software Type Sales Order
- How to Add a Recipe with Customer specified to the Sales Order
- How to Create Sales Order Recurring Template
- How to Duplicate Sales Order
- How to Process Sales Order to Inventory Shipment
- How to Process Sales Order to Invoice
- How to Delete Sales Order Line Item
- How to Delete Sales Order
- How to Print Sales Order Report
- How to Print Pick Ticket Report
- How to Add Finished Good item in Sales Order and Manually Blend it
- How to Process Sales Order with Blend to Invoice
- Quote
- How to Create Standard Quote
- How to Create Software Type Quote
- How to Create a 'Price Only' Quote
- How to Create Preliminary Quote
- How to Duplicate a Quote
- How to Process Quote to Sales Order
- How to Delete Quote Line Item
- How to Delete Quote
- How to set Quote Status to Lost
- How to set Quote Status to Expired
- How to Print Quote Report
- How Template affects Printing of Quote
- How Template affects the Quote Report Format
- How to Add a Recipe without Customer specified to the Sales Order
- Invoice
- How to Create Standard Invoice
- How to Create Recurring Invoice Template
- How to Create Invoice Accrual
- How to Post Invoice
- How to Unpost Invoice
- How to Print Invoice Report
- How to Delete Invoice
- How to Delete Invoice Line Item
- How to Email Invoice
- How Add Shipment Works
- How to Create Invoice from Software
- How to Create Invoice from Tank Delivery
- How to Create Invoice from Provisional
- How to Create Debit Memo Type Invoice
- How to Create Cash Type Invoice
- How to Create Cash Refund
- How to Add Finished Good item in Invoice and Auto-Blend it
- Email Template
- Prepayment
- Credit Memo
- Receive Payments
- Receive Payments Detail
- How to Pay Invoice using credit card in Receive Payments
- How to set up Credit Card Processing
- Notes on Credit Card Convenience Fee setup
- How to set up Credit Card Convenience Fee
- How to Add and Remove Credit Card Details via the Receive Payments Screen
- How to Process Credit Card payments without Convenience Fee
- How to Process Credit Card payments with Convenience Fee
- How to Pay Invoice using Receive Payments Detail
- How to Create a Prepayment
- How to Create Customer Overpayment
- How to Post Receive Payments Detail
- How to Unpost Receive Payments Detail
- How to Delete a Receive Payments Detail
- How to Make a Write Off Payment
- How to Use Credits to Payoff Invoice
- How 'Apply on Account' works
- How to Apply Payment to Customer Budget
- How to Print Payment Receipt
- How to Pay Invoice using credit card in Make Payments Screen
- How to Pay Invoice using credit card in Receive Payments
- Sales Batch Posting
- Batch Printing
- Import Invoices from Origin
- Import Billable from Help Desk
- Calculate Service Charges
- Import Transactions from CSV
- Quote Page
- Customer Entity
- How to Add a Customer
- How to Delete Customer
- How to Activate/Deactivate a Customer
- How to Setup Email Distribution
- How to Add Customer Budget Schedule
- How to Edit or Delete Customer Budget
- How to Add Customer Special Pricing
- How Include Entity Name on Address works
- Set up for Customer Credit
- EFT Information
- Import Customer Special Price From CSV
- How to Add Credit Card to Customer
- Customer Contact List
- Salesperson
- Market Zone
- Comment Maintenance
- Statement Footer Message
- Service Charge
- Customer Group
- Account Status Code
- Quote Template
- Bundle
- Product Type
- Commission Plan
- Commission Schedule
- Sales Recap
- Sales - Other Area
- Sales Usability
- Point of Sale
- Sales Process Flow
Overview
Content Tools