Page tree



How satisfied are you with our online help?*

Just these help pages, not phone support or the product itself

Very dissatisfied
Very satisfied

Why did you give this rating?

Anything else you want to tell us about the help?



Get started

The Sales command centre is where you go to send invoices, track what you've sold and see who owes you money.

If you know who your customers are, start by adding a customer card to record their details (you can even import details from a file or other software). Next, add a professional touch by personalising your invoices. And keep on top of your cash flow by setting credit terms and limits for your customers. If you sell stock, you need to set up the items you sell. The more you set up today, the easier it is to record each sale.

Do you use point-of-sale software? Find out if your software can connect with AccountRight to seamlessly transfer your sales data.

Make a sale

You can enter a sale as a quote, order or invoice. Whether you're selling a service or item, or bill for time spent on a job, there's a layout type that's right for you.

Fill in all the details of the sale, and even add subtotals or headers to make it easier to read. This feature is especially useful if you're selling lots of goods or services. For your future reference, you can also add other important sales details, including the payment method or freight charges.

Do you provide a service that's repeated regularly? Save a transaction as a recurring transaction to save you the hassle of entering the details every time.

After you've entered the sale, you can print, email or save it as a PDF. If you choose to email the sales, your customers can view their invoices online too!

Take a payment

When a customer pays you, record the payment and AccountRight will mark the invoice as closed. When a customer makes an online payment (Australia only), the payment details will be recorded for you automatically!

With just a few clicks, you can print payment receipts for you and your customer’s records.

If your customer has overpaid, don’t worry! When you enter the total amount they paid, a customer credit is automatically created. You can refund the amount or apply it against a future invoice. 

Business Insights window with graphs and data

Review your sales

Recording a sale is just the beginning of running your business. Review your sales to identify trends and set budgets and sales targets. Business Insights is a great way to get an overview of your top customers and their payment history.

Want to get on top of overdue payments? Review your sales reports to see how much you are owed and when you can expect the money (you can also see this on customer cards). Monitoring the ageing amounts allows you to remedy cashflow problems before they affect your business.

Want to view your top earning employees? Viewing your sales history can show you each employee’s sales record – but make sure you select the employee as the salesperson when recording the sale!

Didn't go to plan?

Have customers that are well overdue? Add late payment fees to their statement, and if needed, place them on credit hold to prevent further sales being made to them.  When you know that a payment will not be received, write it off as a bad debt .

Need to process a customer credit?  First, record a credit transaction and   then settle the customer credit.

Need to change or delete a sales transaction? Transactions you are entering can be edited by choosing Erase from the Edit menu. Recorded transactions can be altered or deleted, but only if it is changeable.

Exclamation mark icon