Help

Start Sales

Search online help

Sales

The sales tab is where you create your customers, produce all sales quotations, orders and invoices along with any credit notes. These can then be printed or emailed out directly to your customer. The Sales tab also holds your product list which can be imported into Reviso from a previous system. You can also insert your company logo on to documents. The archive menu option enables to review previously booked invoices, credit notes and reminders.

Overdue accounts can be highlighted and a detailed account produced using Reminders, these can then be printed or emailed out.

Invoicing

Invoices

Quotations

Orders

Reminders

Archive

Sent
Customers

Customers

Customer groups

Customer ledger cards
Products

Products

Product groups
Setup

Customer setup

Payment terms

Units

Design & layout

Employees
sales/start · Last modified: 2017/01/06 12:01 by Reviso
Reviso