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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 [...]

A Sales Refund can be created from a Sales Credit Note or a Sales Payment on Account.You can make a full or partial refund in the same currency as the originating Transaction. On foreign currency transactions, any difference will generate [...]

Step-by-Step Process Select the Sales Invoice Scroll down to the Receive a Payment section Enter the Amount Paid; you can overwrite the defaulted amount which is equal to the Amount Outstanding on the Sales Invoice Add the Date Paid and [...]

Sales Failures CANNOT be Edited, they can only be Deleted, after they have first been Unreconciled and Unposted. Once the Sales Failure is deleted, the Amount Outstanding on the Sales Invoice will be reduced by the amount of the failure. Step-By-Step Guide Unreconcile the Sale Failure, see Unreconciling Sales [...]