Sales Invoice
You create a sales invoice or sales order to record your agreement with a customer to sell certain products on certain delivery and payment terms.
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You can negotiate with the customer by first creating a sales quote, which you can convert to a sales invoice when you agree on the sale.
To create a sales invoice
1. Choose the search icon, enter Sales Invoices, and then choose the related link.
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9. When the sales invoice lines are completed, choose the Post and Send action.
Customer
Customers are the source of your income. Customer cards hold the information that is required to sell products to the customer.
To create a new customer card
Choose the search icon, enter Customers, and then choose the related link.
On the Customers page, choose the New action.
If only one customer template exists, then a new customer card opens with some fields filled with information from the template.
If more than one customer template exists, then a page opens from which you can select a customer template. In that case, follow the next two steps.
On the Select a template for a new customer page, choose the template that you want to use for the new customer card.
Choose the OK button. A new customer card opens with some fields filled with information from the template.
Proceed to fill or change fields on the customer card as necessary. Hover over a field to read a short description.
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If you want to use this customer card as a template when you create new customer cards, you can save it as a template. For more information, see the following section.