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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

Depending on the needs of your customer, you can enter a sale as a quote, order or invoice. Whether you’re selling a service or item, over multiple days or a few hours of timed billing, there is a layout type that will fit your sale.

Customise the sales order and show more detail to your customers by adding subtotals or headers. This feature is especially useful if you’re selling multiple goods or services. For your future reference, add important sale details, including payment method or freight charges.

Do you provide a service with a regularly repeated transaction – for example, a rent cheque? Save a transaction as a recurring transaction to save you the hassle of entering the details for every sale. After the sale is recorded, you can print, email or save it for you and your customer’s convenience.

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

 


 

Take a payment

After your customer has paid you, the payment should be recorded and any invoice will be marked as paid. 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 payment. 

Do you make a lot of cash sales? It’s just as easy to provide your customers an invoice and record the amount as paid today.

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 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 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?

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

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