Sales & Invoicing

• Introduction

Sales Quotation

• Create your first quotation
• Send quotation by email
• Change your quotation layout
• Set default terms and condition on quotation
• Apply default taxes on products or sales order
• Sections on sales orders, sort products in sections with subtotals and page-breaks

Quotation Template

• Create quick quotation using quotation template
• Increase your sales with suggested products
• Online customer approval on quotation
• Online customer approval and payment on quotation

Product and Pricing

• Apply discount on quotation
• Adapt product price based on customer segment (e.g. Retailer or Distributor)
• Adapt product price based on customer country or location (e.g. Price in € or $)
• Compute and apply discount automatically based on the pricelist
• Compute sell price and margin based on product cost price (AVCO costing method)
• Define the product sales price per company

Sales Margin

• Compute margin on sale order

Unit of Measure

• Sale and purchase in different unit of measure
• How to sell and purchase products in different units of measure, and apply better pricing?

Product and Tax

• How to manage prices for Business to Customer (tax included)?
• How to manage product prices for B2B (tax excluded) and B2C (tax included)?

Invoicing

• Send Pro-Forma Invoice to your customers
• Create Invoice for the ordered quantity
• Create Invoice based on the delivered quantity, when inventory app is not installed
• Create credit note from sales order, when customer return the product
• How to create single invoice from multiple sales orders?

Delivery Charges

• Free delivery if order total is more then $2000
• Calculate shipping rates based on product weight

Manage Inventory

• How to trigger the purchase of products based on sales?

Service Product

• How to invoice milestones of a project?
• How to create task from sales order and invoice based on timesheet?

Subscription

• Set up recurring invoice, that help you to invoice regularly
• Sell subscriptions through sales quotation
• Sell subscription through eCommerce platform, receive payment through card (auto-debit)

Customer Portal

• How to get customer approval on quotation through customer portal?
• How to get online payment on quotation through customer portal?
• Confirm quotation online and pay Invoice through customer portal