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Sales

Sell at the counter, quote, invoice, take payment, issue credit notes and manage your customers.

Everything you need to sell and get paid. Start with How sales documents work to see how a quotation becomes a sales order, an invoice and, if needed, a credit note. The articles after that take each step in turn: the point of sale for counter sales, customers, invoices, payments, credit notes, printing, recurring invoices and CSV import.

• How sales documents work

  Quotations, sales orders, invoices and credit notes - what each one does, its statuses and its numbering.

• Sell at the counter with the POS

  Ring up items, take payment and print a receipt in one screen.

• Add and manage customers

  Keep your customers' details, contacts, tax numbers and account balance in one place.

• Create quotations and sales orders

  Quote a customer, confirm the order and convert either one into an invoice.

• Create and post an invoice

  Write an invoice, check it, then post it so it counts in your books.

• Record a payment on an invoice

  Mark an invoice as paid, in full or in part, into a cash or bank account.

• Void an invoice

  Cancel a posted invoice and reverse its accounting and stock effects.

• Issue a credit note and refund a customer

  Give credit for returned goods or a goodwill discount against a posted invoice, and pay a refund if needed.

• Print or save a document as PDF

  Open a printable copy of any sales document and choose how your documents look.

• Set up recurring invoices and overdue reminders

  Generate invoices on a schedule automatically, and get notified when invoices are overdue.

• Import and export invoices

  Load many invoices from a spreadsheet as drafts, or download your document lists.