You can use the sales features to:

• prepare sales quotes, orders (Not Basics), and invoices
• generate statements
• view customer sales history
• see how much your customers owe you.

You can use the Sales Easy Setup Assistant to get up and going. To access the Sales Easy Setup Assistant, go to the Setup menu, choose Easy Setup Assistant and then click Sales.

In the Sales Easy Setup Assistant you can enter the following details:

• Default credit terms and credit limits Enter the credit terms and credit limits you generally extend to your customers.
• Customer details Create a record for each of your customers and enter details such as their addresses and phone numbers.
• Historical (pre-conversion) sales If customers owed you money on the first day of your conversion month, you will need to record some details about the outstanding sales, such as the invoice date and the amount owed to you. That way you can record the customer payments against these sales when the payments are made.
  

You can also choose:

• your preferred invoice layout
• the income account you will allocate most of your sales to
• settings will automatically be selected for records you create for your customers; however, you can change them as required.

Optional sales setup tasks

In addition to the Sales Easy Setup Assistant tasks, you may also want to do the following tasks if they are relevant to your business.