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Guides

Sales

Handle customers, quotes, orders, invoices, and credit notes 13 guides available

Sales

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...

Sales

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...

Sales

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...

Sales

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 ...

Sales

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...

Sales

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

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

Sales Orders

The Sales Orders tab helps you record and monitor orders that you have received from your Customers.

Sales

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...

Sales

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.

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