Sales Module

Sales | Sales and Service Invoice | Receive Payments | Sales Module Aids

Sales

Allows the users to create Sales Invoice and Service Invoice transactions as well as Receiving payments base from transactions.

Requirements before using Sales Module

• The user should setup the following Maintenance Module in order to proceed on using the Sales Module
  1. Customer
  2. Items
  3. Price List
  4. Tax
• For detailed instructions on how to setup the needed Maintenance Module, the user may visit the following Job Aid pages:
  1. Customers Job Aids
  2. Items Job Aids
  3. Price List Job Aids
  4. Tax Aids

Sales Module Menu List

Sales Menu List

Module List

Field	Description
1.Create New Invoice	Allows the user to create an Invoice Transaction. This can be a Sales Invoice - Documents for sales of goods Service Invoice - Supplemental documents for sales of service
2.Receive Payment	Allows the user to create a transaction for Paying Invoices.
3.Options	Allows the user to Export or Import the list of Records
4.Record Filter	Allows the user to set a specific filter options for precise searching of records
5.Status Tab	Allows the user to set and filter the records based from its status. It can be Unpaid - Records that have not yet paid. With Partial Payment - Records that have down payments Paid - Records that are fully paid Cancelled - Records that have been cancelled. All - All records without filters.

Create New Invoice Menu List

Create New Invoice Menu List

Options Menu List

Sales Options Menu List

Record Option List

Record Option List

Notes:

• The user can only Edit, Receive Payment and Cancel the transaction if the status is still UNPAID.
  • Detailed steps on how to View, Edit and Cancel Invoice records can be found here

Import Sales Menu List

Import Sales Menu List

Notes:

The user should setup the following Maintenance Module in order to proceed on using the Sales Module

1. Customer
2. Items
3. Price List
4. Tax