About Sales

The Sales grouping lets you manage your customer sales, from quoting to order fulfilment.

• Quotes – you can send quotes via email or SMS, accept online payment and convert quotes to sales orders in one click to speed up your quoting. You can also easily customise your own web quote templates or create form templates to quickly create new quotes.
• Sales Orders – transition your quotes to orders with a single click and manage product allocations, backorders and partial orders.
• Invoices – generate these directly from your orders with a single click, and have this information automatically synced to your accounting system.
• Payments – keep track of your money with payments automatically synced to your CRM and accounting system. Quotes and invoices are automatically updated with payments so you can keep track of who’s paid.
• Refunds – quickly process refunds and apply them to customer invoices.
• Outbound Shipments – track the status of your outgoing orders through picking, packing and shipping stages.
• Inbound Returns – track the status of goods that are being returned to you.
• Freight Quotes – if you have connected your CRM to MachShip, you can generate live pricing with your existing contract rates.
• Subscriptions – manage your ongoing sales, whether they be subscriptions or donations, and automate regular customer payments.

Invoices & Payments

• • Set up a Web Invoice Template
  • Creating Invoices
  • Invoicing items on backorder
  • Invoice Settings
  • Creating repeating Invoices
  • Repeating Invoice placeholders
  • Deposit Invoices
  • Bulk send Invoices
  • Logging Payments
  • Making credit card Payments
  • Credit Notes
  • Progressive revenue recognition
  • Credit Control for customers
  • Sending Statements to customers
  • Pricing settings

Quotes & Sales Orders

• • Sales Orders
  • Set up a Web Sales Order Template
  • System Quote preferences
  • Getting started with Web Quotes
  • Creating a customer Quote
  • Set up a Web Quote Template
  • Create a Quote using a form template

Subscriptions

• • Subscriptions

Multi-currency

• • Multi-currency for sales

Time Billing

• Time Billing

To learn more about customising your PDF Templates (for Quotes, Sales Orders and Invoices) and setting up your Online Quote Template, see our Help Articles section on Admin and Setup Guides section on Templates.

Accounting Integrations (MYOB & Xero)

• • Managing Accounting Integrations

Sales Integrations

• • Connecting WooCommerce

Freight & Shipping

• • Outbound Shipments
  • Create Freight Quotes
  • Inbound Returns

Videos

You can also see our videos on the following topics for further information:

• • Sales Pipeline
  • Quoting & Selling
  • Shipping & Freight
  • Adding leads and customers
  • Working with customers
  • Sales process guide
  • Web Templates for sales

Setup Guides

You can also see the following guides for more information:

• • Setup Guide on Sales Pipelines.
  • CRM Integrations page for more information about how to connect eWay, Ezidebit and Stripe to your CRM.
  • If you don’t currently have a payment gateway, we have a summary of the services you can integrate with.