TeamSystem

Jacqui Sullivan

Sales

The sales contacts

Adding delivery locations to your customer details for invoicing, reminders etc.

Delivery locations

modify the invoice template to show more than two decimal places

Print more than two decimal places on the invoice

Create a default setup to be applied to all new customers

Customer and invoice configuration

The configuration and creation of price/product lists

The sales lists

View all booked/posted sales invoices in Reviso

Sales Invoice Archive

A sales order can be created and email to your customer, once confirmed you can then converted into an invoice.

Create a sales order

Sales order management

Transfer an Order to Invoice

Convert a single order to an invoice from inside the sales order

Convert an Order into an Invoice

Create a sales quotation and email out to your customer

Create a quotation

Convert your customers quotation in a sales order

Convert a quotation into an order

Convert your sales quotation into a sales invoice

Convert a quote into an invoice

How to enter a sales invoice in a foreign currency

Sales Invoices in a foreign Currency

How to use Departments when creating sales invoices

How to use Departments within sales invoicing

Create a sales invoice

Select a number series when processing manual sales transactions

Select a number series for manual sales invoices

Create a proforma invoice

Create a sales invoice showing your customers vat registration on the invoice

Show the VAT registration number of my client on the invoice

The Subscription module enables you to create an link subscription charges to customer invoices.

Subscription module - Recurring billing

Choose a number series for subscription (recurring) sales invoices

Choose the number series when creating recurring invoices

How to run and print the customer ledgercard report

Customer ledgercards

Customer balance list or, aged debtor list

Aged debtor - Customer balance list

How to run the turnover statistics report

Turnover statistics

Sales Reports

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