Sale

Offerings

• Create an offer, an order, an invoice
• Delete quotes
• Insert text positions, times, expenses, discounts, subtotals, and a PDF page break
• Add a product position
• Create standard positions
• Options in the tab "Positions"

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Orders

• Record a delivery address
• Delete orders
• Remove partial invoices
• Remove recurring orders (subscriptions)
• Create partial invoices
• Create a monthly invoice

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Invoices

• ★ Create a reminder from an invoice
• ★ Edit/delete invoices
• Invoices that my customers are not going to pay
• Create a pro forma invoice
• Reset the overdue notice level
• Book discounts and surcharges

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Credits

• Delete a credit
• Book a credit

Other

• Collect payments manually
• Find the overview of all delivery notes
• "Invoices with available client balances" under "Sales" - "Other"
• Important under "Sales - Other"
• Perform payment reconciliation for ESR payments (v11)
• Delete delivery notes

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Analytics

• Sales analysis

E-mail dispatch and online documents

• Document preview
• Changing the sender address of outgoing e-mails
• Change the text of the mails
• Release files for clients
• Terms of online documents and e-mail dispatch

Settings

• Customize my logo, font, margins and the recipient address for my documents
• Need to do when not subject to taxation
• Use placeholders in the header/ footer
• Automate reminders
• Manage the currencies
• "with letterhead (PDF)" and "without letterhead (PDF)" buttons

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