- Check you can sell
Open Sales Invoice. The Add button should be there, and your branch name next to your name. No button means no numbering series for your branch: tell the administrator (Document numbering for sales).
- A price for a customer
Make a Sales quotation with an expiry date and print it (Give a customer a quotation).
- An order
Take a Sales order. If the customer pays a deposit, press Receipt on the order (Take a sales order, Receive money from a customer).
- Invoices
Add, choose the customer, add the products, check the Cash or Credit choice and the adjustments, and Save and print. For a walk-in sale use the cash customer and enter the buyer's name if one is asked for (Raise a sales invoice, Cash sales and credit sales).
- A credit warning or a block
Read the box. A Warning lets you go on; a block means take payment, shorten the due days, or ask the accountant (Credit limit and credit days on sales screens).
- Goods leave the shop or store
Make a Goods delivery note when goods go before the invoice; make the invoice from it later (Deliver goods with a goods delivery note, From quotation to order, delivery note and invoice).
- A customer brings goods back
On the invoice choose Return for the whole invoice, or use Sales return for part. If your company wants a manager to approve returns, use Sales return (Provisional) (Take goods back with a sales return, Provisional sales return, approved later).
- A second copy
Print again from the list: it asks "Do you want to reprint?" and counts it (Print and reprint invoices).
- Tell the accountant
A saved invoice cannot be edited when your company has IRD on. The accountant cancels it the same day or makes a return (Editing a saved invoice: what can and cannot change, Cancel an invoice).
Before you start
- If you work in more than one branch, choose Switch branch in your profile menu first: what you save stays in the branch you are in (Branches and projects on sales documents).
- Add greyed out with a message asking for ledgers is not a missing series: the administrator has not finished Configuration (Company settings that change selling).
- If you make cash sales, your branch needs a receipt series too: a cash sale without one is refused with "Please set document number format for receipt" (Cash sales and credit sales).
- If a setting or a field was changed yesterday, sign out and sign in again so your screens use it (Entry control: which fields the sales screens show).
End of the day
- Delivery notes that are still Not used are goods that left without an invoice. Make sure each one will be billed (Deliver goods with a goods delivery note).
- Provisional returns you recorded change nothing until they are approved. Tell the approver they are waiting (Provisional sales return, approved later).
- Report today's mistakes today: where your company uses cancel, only an invoice dated today can be cancelled (Cancel an invoice).
- A second paper copy for a customer is a reprint, counted and marked as one (Print and reprint invoices).