Customer Transaction Examples

💡These articles show example customer transactions, with their edit views and output forms, and example Transaction Type setups for them: Quotations, invoices, credit notes, delivery notes, receipts, discounts, refunds and PoS cash sales.

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• Setup Example – Cash Sales: Shows how to set up a Transaction Type for PoS Cash Sales, including accounting, VAT, till settings, statuses and Copy Rules.
• Setup Example – Customer Credit Notes: Shows how to set up a Transaction Type for Customer Credit Notes, including accounting, VAT, resolve settings, statuses and Copy Rules.
• Setup Example – Customer Discounts: Shows how to set up a Transaction Type for Customer Discounts, used to write off settlement discounts, small underpayments and bad debts.
• Setup Example – Customer Invoices: Shows how to set up a Transaction Type for Customer Invoices, including accounting, VAT, due date settings, statuses and Copy Rules.
• Setup Example – Customer Receipts: Shows how to set up a Transaction Type for Customer Receipts, including bank account, bank import and reference lookup settings.
• Setup Example – Customer Receipts (PoS): Shows how to set up a Transaction Type for Customer Receipts at PoS tills, including bank account and till settings.
• Setup Example – Customer Refunds: Shows how to set up a Transaction Type for Customer Refunds, including bank account and Update Bank settings.
• Setup Example – Delivery Notes: Shows how to set up a Transaction Type for Delivery Notes, including calendar, address, staff, timekeeping and Mobile App settings.
• Setup Example – Quotations: Shows how to set up a Transaction Type for Quotations with estimating and a calendar, including deposit, VAT and Follower settings.
• Transaction Examples – Customers: Shows example customer transactions: Quotations, Customer Invoices, Credit Notes, Delivery Notes and Receipts.