Sales

• Creating Quotes & Proforma invoices / The pre - sales workflow
• Converting a Quote into an Invoice/Delivery Note

• Creating a sales invoice
• Adding a Stamp or Signature
• Adding retention to invoices
• Exchange gain or loss for invoices in foreign currencies
• Creating an Email Template for an Invoice
• How to send an invoice to the customer?

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• How to use delivery notes

• Credit Notes for Sales Invoices
• Paying an Invoice in Full or Partially or Allocating a Payment Across Multiple Invoices
• How to record a customer advance payment
• Recording Bank Charges During Reconciliation
• Sending a payment receipt to the customer