Bookkeeping Pro

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Main Page > Guides > User Guides > Customers Module

Sales

  1. Creating An Invoice
  2. Sales List
  3. Sale Summary
  4. Create New Customer
  5. Sale Line Items
  6. Adding Sale Accounts
  7. Receiving Immediate Payment
  8. Generating An Invoice
  9. Customising The Invoice
  10. Using Freight Charges

Receiving Payments for Sales

  1. Receiving Payment
  2. Receipts List
  3. Receipt Summary
  4. Receipt Line Items

Sale Returns

  1. Processing Customer Returns
  2. Creating A Sale Adjustment
  3. Adjustment Summary
  4. Adjustment Line Items
  5. Adjustment Line for Returned Item
  6. Adjustment Line for Short Shipment
  7. Adjustment Line for Replacement Item
  8. Adjustment Note

Sale Refunds

  1. Processing Customer Refunds
  2. Creating A Sale Refund
  3. Refund Summary
  4. Refund Line Items

Gift Vouchers

  1. Gift Vouchers
  2. Gift Voucher Inventory
  3. Gift Voucher Revenue Accounts
  4. Gift Voucher Sales
  5. Gift Voucher Redemptions
  6. Gift Voucher Effects On Balance Sheet and Profit & Loss Statement
  7. Gift Voucher Summary Accounts

Quotations

  1. Creating A Quotation
  2. Quotations List
  3. Quotation Summary
  4. Generating A Quotation

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