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Module 2- Customers V7.0

Module 2- Customers V7.0

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Published by Liquid Accounts

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Published by: Liquid Accounts on Jun 29, 2011
Copyright:Attribution Non-commercial

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05/31/2014

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Module 2: Customers
 
 
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Contents
Create a Customer Record.........................................................................3Enter a Sales Invoice...................................................................................6Reset a Sales Invoice................................................................................11Collect a Payment.....................................................................................13 Allocating a Sales Receipt.........................................................................13Entering a part payment...........................................................................15Entering an unallocated Sales Receipt......................................................15Edit or Delete a Sales Receipt...................................................................17Editing or Deleting a Sales Receipt with invoices allocated against it.......19Sales Receipts that have been Bank Reconciled.......................................19Enter a Sales Credit Note..........................................................................20Sending Statements..................................................................................25How to send statements to your customers...............................................25To send a statement to just one customer.................................................25To send statements to all your customers.................................................26Sales Analysis...........................................................................................27
 
 
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Create a Customer Record
Select theSalesmenu tab and then press theCustomer detailsbutton.  The first time you use this screen to enter a customer, the screen will be blank.Click on theNew Customerbutton to bring up a new blank record.If you have several customers already, you may want to see if the customer youare about to enter has already been created. You can do this by searching on thecustomer code.
 NOTE: Only the customer code field is mandatory on this screen, the other fields canall be left blank to be filled in later if needed.
 

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