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The Sales command centre is an irreplaceable tool if you want 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 stationery. 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’ve made a sale. Your first step is to  invoice the customer. This could be a quote or order as well.

If you’re selling mu ltiple goods or services, you can  add more lines or subtotals  to show more detail to your customers.

Your customer's happy with their quote? Simply convert it to an order or invoice .


 

Take payment

Great! Your customer has paid you. You’re next step is to record the payment, which marks the invoice as paid and then print a payment receiptif you need to.

Customer overpaid? If your customer overpaid their invoice, just record the total amount they paid and a customer credit is automatically created for the overpaid amount. You can refund the amount or apply it against a future invoice. 

But what if your customer is also a supplier? You can easily manage these accounts by offsetting any payments you make to them against what you owe them.


 

Review 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 get an overview of your top customers and their payment history.

Want to get on top of overdue payments? Your monthly invoice ageing helps you pinpoint your overdue customers, so 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?

Let’s get things sorted then.

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 debt will not be recovered, you need to write it off as a bad debt .

Need to process a customer credit?

You first need to record a credit transaction and then settle the customer credit by reducing the amount they owe you or providing a refund.

Need to change or delete a sales transaction?

Then go here to see what you need to do.