Below is a guide to adding page components to records on Salesforce to allow basic customisations for customers. Step-by-step guides for the below points can be found here. Adding Page Components From the Page you wish to edit (must be [...]
This article is going to explain the simplest and fastest way to migrate your existing chart of accounts to the Aedon format assuming that you will keep the existing Aedon EBITDA structure. 5-Step Approach The Aedon Nominal Code has a [...]
Paying a Sales Invoices effectively generates a Sales Payment and then allocates the payment to that Invoice. Sales Payments created on a Sales Invoice can only be applied to the Invoice that they are created on. Step-by-Step Process From the Sales [...]
The end goal by creating a Sales Order is to turn it into a Sales Invoice, so once the Sales Order has fulfilled its purpose and has been agreed to be billed you will need to convert it for which [...]
The Sales Invoice is a core transaction of the package that allows you to record Sales and distribute invoices to Customers for Goods or Services.Sales Invoices can be created through a variety of means: Manually Recurring Sales Invoice wizards (Business [...]
Before Crediting a Sales Invoice, you must first ensure that there are no payments allocated to the invoice. If there are and you need to unallocate them, please follow the guide Unallocating a Sales Payment. Crediting a Sales Invoice generates an [...]
Step-by-Step Process From the Sales Menu, select the Proforma Invoices Sub-Menu, and then click New. In the Header Section search for the Customer Account. Edit any of the default values: Address, Exchange Rate, Payment Method, Date and Due Date. Optionally add a Reference. [...]
A Bulk Sales Payment occurs when multiple Sales Invoices are paid at the same. A typical use case is the payment of a monthly invoice run by Direct Debit collection. Individual Sales Payment Transactions will be created for each Sales [...]
Sales Payments CANNOT be Edited, they can only be Deleted, after they have first been Unreconciled and Unposted. Once the Sales Payment is deleted, the Amount Outstanding on the Sales Invoice will be increased by the amount of the Sales Payment. Step-By-Step Guide Unreconcile the Sale Payment, see Unreconciling [...]
Sales Failures are recorded manually from the Sales Payment. These can be found directly from the Sales Invoice or from the Sales Payment List view. Step-by-Step Process (from the Invoice) From the Sales Menu, select the Invoices Sub-Menu, and then select the [...]
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