Sales

While checking a customer’s information or sales invoices, you can easily view the 3 most recent sales invoices for the customer using Copilot Insights. To see the most recent invoices for a customer: Open the customer’s information or a sales invoice. Third parties > Customers Open the Copilot screen (Copilot Insights). Choose the prompt View issued …

You can easily see a list of your pending quotes over 7 days old using Copilot Insights. To see your quotes over 7 days old: Open the Dashboard or Sales quotes list. Dashboard Sales > Sales quotes Open the Copilot screen (Copilot Insights). Choose the prompt View quotes over 7 days old if you have …

You can easily see a list of your upcoming sales invoices using Copilot Insights. To see your upcoming sales invoices: Open the Dashboard, the Sales invoices list or a specific sales invoice. Dashboard Sales > Sales invoices Open the Copilot screen (Copilot Insights). Choose the prompt View upcoming sales invoices. Copilot generates an overview of …

You can easily see a list of your overdue sales invoices using Copilot Insights. To see your overdue sales invoices: Open the Dashboard, the Sales invoices list or a specific sales invoice. Dashboard Sales > Sales invoices Open the Copilot screen (Copilot Insights). Choose the prompt View overdue sales invoices. Copilot generates an overview of your overdue sales …

The Unit price and Discount proposed in sales documents are by default the ones that are configured in the Sales prices and discounts tab of each product or service. When a line in a sales document contains changes to the unit price, an icon (  ) is visible at the end of the line. For …

When you want to prevent a sales document from being modified or transformed to another sales document, you can close it. Closed documents can still be copied. To close a sales document: Access the sales documents list for the chosen document. Sales > Sales quotes Sales > Sales orders Sales > Sales delivery notes Edit …

When you have recorded sales or purchase invoices that you submitted to your customers or received from your suppliers, you can easily record the payments for these invoices. The process for sales and purchases is very similar. Both are described in the steps below. Prerequisites The invoice you want to record the payment for is …

You can create a copy of a sales document, independent from its type or status. You can choose a new Customer, Date or Document prefix for the copied document, but the prices, discounts and other amounts are no recalculated for the new customer, they remain exact duplicates of the values in the original document. To …

You can customise the look of the documents created when you email your sales documents as PDF files to your customers. To customise your PDF files: Access your documents settings: Setting > Sales and purchases – Document preferences Choose the location for the Business logo, Business details, Customer address and Product or service description by …