Customer & Sales Modules
Customer & Sales Modules
Title: What is the function for “Post To AR” and why cash sales transaction not show in Customer Control Summary? Step 1 - If didn’t check “Post to...
Tue, 8 Sep, 2020 at 11:55 AM
If wrongly create Customer/Supplier in 2 account and had transactions, how can i merge it? Solutions: 1) On Customer/Supplier Listing Screen > Click ...
Fri, 25 Sep, 2020 at 3:24 PM
How to apply Payment Commission Rate and Sales Target Commission Rates Go to Customer > Agents > create a few agents (salesman) Alice and Charles ...
Thu, 12 Nov, 2020 at 3:15 PM
Scenario Deposits are the advance payments received for future services and goods to be invoiced. Deposits might be refund or forfeited in partial or f...
Tue, 30 Nov, 2021 at 3:56 PM
Scenario Scenario 1: Some Creditors would send Statement of Account to the Company’s HQ but not the sub branches. For instance, like large corporation...
Fri, 19 Nov, 2021 at 9:19 AM
Scenario Daily have lots of Quotation require transfer to Sales Order consuming lots of time Solution 1. Go to Sales and select “Batch Transfer...
Wed, 27 Apr, 2022 at 10:18 AM
Scenario User may configure the Selling Price Priority in Accounting System easily in regards of how they want to bill a customer for an item. Read on t...
Tue, 31 May, 2022 at 2:35 PM
User defined a customer’s currency as HKD for an oversea customer from Hong Kong User issue invoice in HKD, however receive payment in USD, and bank into a...
Thu, 20 Oct, 2022 at 11:30 AM
How to Apply with "Apply Late Payment Charges for Overdue Paid Invoices" and outcome. 1st, As per above System Options, Annual Interest ...
Fri, 28 Jul, 2023 at 4:12 PM
Scenario: If I have a customer which also our supplier, is there a way to knock off the invoice? Solution: If supplier and customer are same person, ...
Fri, 24 Nov, 2023 at 9:55 AM