Sales
Handle customers, quotes, orders, invoices, and credit notes
13 guides available
Billable Expenses
Billable Expenses are expenses incurred by your business on behalf of customers, with the expectation that they will later reimburse you. Examples of billable expenses include costs for travel, mat...
Billable Time
The Billable Time tab allows businesses to log time dedicated to client tasks or projects and easily invoice those hours. Billable time entries keep precise descriptions of work performed, hours in...
Credit Notes
The Credit Notes tab allows you to create, review, and manage credit notes issued to customers. These credit notes function like inverted invoices, serving as documentation of refunds or cancellati...
Customers
The Customers tab in Accounter enables you to effectively add, organize, and manage information related to your customers. Customers in Manager represent individuals, businesses, or organizations ...
Delivery Notes
The Delivery Notes tab helps businesses accurately track items delivered to customers. Within this tab, you can create, edit, and manage all your delivery notes in one central place, ensuring you a...
Late payment fees
The Late payment fees tab is designed to manage and monitor extra charges resulting from delays in payment. This feature provides an effective way to easily track late fees associated with outstand...
Sales Invoices
The Sales Invoices tab in Accounter allows you to request payment from customers for goods or services provided. When a sales invoice is created, your customer's account balance within the Account...
Sales Orders
The Sales Orders tab helps you record and monitor orders that you have received from your Customers.
Sales Quotes
The Sales Quotes tab allows you to create, manage, and track quotations sent to customers or prospective clients. Using the Sales Quotes feature, you can efficiently generate clear, professional qu...
Customer — Edit
Use this form to create new customers or edit existing customer information.
Customers — Qty to deliver
The Customers - Qty to Deliver screen displays inventory items that are pending delivery to customers.
Sales Invoice — Edit
This screen is for creating sales invoices.
Sales Invoices — Lines
This screen displays a list of sales invoice lines from all sales invoices. It's useful for summarizing, filtering, or quickly finding specific invoices based on their line items.