A new customer card displays the information on the selected customer template.On the Select a template for a new customer page, choose a template to base the new customer card on, then choose OK.In the dialog box about registering the new customer, choose OK.In the Customer Name field, enter the name of the new customer.If, however, the customer is new and therefore not registered, follow these steps to populate standard customer information on the Sales Invoice page: In the Customer Name field, enter the name of an existing customer. To create a sales invoiceĬhoose the icon, enter Sales Invoices, and then choose the related link. You can fill customer fields on the sales invoice in one of two ways, depending on whether the customer is already registered. The sales invoice process is the same for all three item types. Item cards can be of the Inventory, Service, or Non-Inventory type to specify if the item is a physical inventory unit, a labor time unit, or a physical unit not kept on inventory, respectively. Learn more at Registering Payments section. When the customer pays the invoice, you can register that payment in different ways, depending on the size and preferred workflows of your organization. You can prefill the email body with a summary of the invoice and payment information, such as providing a link to PayPal. When you post the sales invoice, you can also email it as a PDF attachment. If the customer decides to buy, you post the sales invoice to create the related quantity and value entries. You can negotiate with the customer by first creating a sales quote, which you can convert to a sales invoice when you agree on the sale. Learn more about how to use sales orders at Sell Products. In all other situations, sales orders and sales invoices work in the same way. Sell items your vendor delivers directly to your customer, known as drop shipment.Ship products after you post the corresponding sales invoices.Need to ship only part of an order quantity, for example, because the full quantity is not on hand.However, you must use a sales order instead of a sales invoice if you: You can usually create either a sales order or sales invoice to record your agreement with a customer to sell certain products on certain delivery and payment terms.
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