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What can I do under "Sales - Other"?

Under "Sales - Other" you have the following options:

 

Show deliveries

Here you will find an overview of your deliveries. From here you can access all delivery notes you created for an order.

 

Upload ESR client payments

If you have activated the orange payment slips (ESR), you can upload the v11 file exported from your online banking portal here. For a detailed report on how to reconcile payments using ESR (v11), go to: "How can I perform payment reconciliation for ESR payments (v11)?"

 

Payment reminder runs (reminders about outstanding invoices)

Here you will find an overview of your outstanding client invoices and can create payment reminder runs. To find out how to create payment reminder runs, refer to the help desk report "How can I create reminders using the payment reminder run function?"

 

Export data

"Export files" lets you export a wide variety of different documents within a defined period of time. You can define the export period yourself.

 

When exporting, select from the following:

  • Export offers
  • Export orders
  • Export invoices
  • Export credits
  • Export deliveries
  • Export incoming payments

 

Account statements

For a complete overview of all account statements you have created to date, please go to "Account statements". To find out how to create an account statement, click the following link: How can I create an account statement for a client?

 

Create invoices for recurring orders

If you want to send your clients an invoice multiple times, you have the option of entering recurring orders. For a detailed explanation of how to create recurring orders, go to "How do I enter recurring orders (subscriptions)?"

 

Enter payments (manually)

Here you can assign credits to outstanding invoices and, if you want to allocate an incoming payment, you can also enter the amount received. You can enter the amount received or also look for the desired invoice based on the invoice number.

 

Invoices with available client balances

Here you can assign credits to outstanding invoices and, if you want to allocate an incoming payment, also enter the amount received. You can enter the amount received or also look for the desired invoice using the invoice number.

 

An information window will open in the upper portion of the window. The credit can be posted right in the action field. To do so, press the button "+post credit balance as incoming payment (amount)".

 

The bar above the invoice indicates whether the amount was successfully posted. Green means that the posting was successful; a red bar indicates that something went wrong during posting.

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