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Sales & Invoicing

Create a Sales Order, Create a Sales Estimate, Issue a Credit Note

  • Issue a Credit Note against a Job Card

    Background A credit note is evidence of a reduction in the amount that a buyer owes a seller under the terms of an earlier invoice. The credit note is evidence of the reduction in sales when parts or ...

  • Create a Sales Estimate

    Background Job estimates and sales estimates are very similar. Job estimates are issued against a vehicle whereas sales estimates are issued against the company. For example, a client may wish to buy ...

  • Create a Sales Order

    Background Job cards and sales orders are very similar. Job cards are issued against a vehicle whereas sales orders are issued against the company. For example, a client may wish to buy some parts fro...

  • Hide Parts/Labour on a Customer's Invoice

    1. Click Customers on the homepage 2. Locate the customer in the system, and click the arrow opposite to open the customer record 3. Click the arrow icon to edit the customer record 4. Click the Menu ...

  • Issue a Credit Note against a Sales Order

    Background A credit note is evidence of a reduction in the amount that a buyer owes a seller under the terms of an earlier invoice. The credit note is evidence of the reduction in sales when parts or ...