Documents, forms and reports

Identified below are the key guides, documents, forms and reports that support the Managing Sales process.

Support documents

Process order

Find a Customer (248kb)
Add a New Customer Contact (157kb) Raise an Invoice in Accounts Receivable (298kb)
Raise an Invoice in Accounts Receivable (298kb)
Void an Invoice in Accounts Receivable (258kb)
Amend an Invoice in Accounts Receivable on the Day of Entry (389kb)

Manage debt/resolve queries

Enquire on an Invoice and Review Current Actions (187kb)
Print an Invoice for a Customer (244kb) Enter a Credit Note against an Invoice in Accounts Receivable (191kb)
Enter a Credit Note against an Invoice in Accounts Receivable (191kb)

Reconcile sales income

Enquire on a General Ledger Account (227kb)

Other documents, policies, etc.

Acknowledgement of Order (31kb)
Standard Conditions of Sale and Supply (46kb)
Income Decision Tree (189kb)
Schedule (19kb)
Card Data Security (371kb)

Forms

New customer set up

AR Customer set-up form

Card terminal pages

Credit Card Authorisation Form (42kb)

Reconcile sales income

Receipts Form (13kb)

Other

Enable & Set up: Internal Trade (123kb)

Reports