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"
Orders
- Record a delivery address
- Delete orders
- Remove partial invoices
- Remove recurring orders (subscriptions)
- Create partial invoices
- Create a monthly invoice
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
Credits
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
Analytics
E-mail dispatch and online documents
Settings
- Customise your payment slip
- 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