Sales

Sales Orders

• How do I write off a sales order?

Automations

• How to set up deferred income (or prepayments)
• Can I create a quarterly recurring templates instead of using the standard daily or monthly options?
• How do I view my Deferred Income journals after posting the Sale invoice?
• How do I view my Deferred income schedule after posting a Sales invoice?
• Why are prepayment releases only happening on direct invoices and not on those with a PO?

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Credit Notes

• Can I create a Sales Credit Note template?

Customers

• Is it possible to merge two customer accounts together as one is a duplicate?

Deferred Income

• How do I amend deferred income on a Sale Invoice?
• Why can't I set up the deferred income automation?
• Why can I not see the deferral date option when entering a Sale Refund Cash document?
• How do I remove deferred income from a posted sale invoice?

Sale Invoices

• How do I create a custom Sale invoice document?
• How to Move a Customer Receipt to another Customer Account?