ع
User guide

The full sales cycle

From the customer card to the order, the delivery, the invoice and the payment, as a working day runs.

Section
Sales
Lessons
3
Length
20 min
Price
Free
Start the course

Lessons in this course

  1. Inside the customer cardCredit limits, price lists and payment terms that flow into every invoice.5:58
  2. From order to paymentSales order, delivery note, invoice and payment, each made from the one before.4:39
  3. The sales invoiceIssuing an invoice with items, tax and discount, and submitting it.9:21

Keep learning

5 lessons36 minGetting startedYour first day on the systemA tour of the system, then your company, items, customers and suppliers: everything you need before the first invoice.4 lessons16 minAccountingAccounting from scratchThe chart of accounts, the journal entry and the payment entry: the ground every financial report stands on.4 lessons29 minPurchasingPurchasing, from order to paymentPurchase order, goods receipt, supplier invoice and payment: the cycle that keeps stock and accounts in step.

Rather learn it live, on your own data?

Order a training track: one of our engineers walks your team through the screens they use, on your system, at your pace.

See training packages