Sales

Sales Orders

• How do I write off a sales order?
• I am unable to create a Sales Quote? It says there are no available document types.

Automations

• How to set up deferred income (or prepayments)
• How do I view my Deferred Income journals after posting the Sale invoice?
• How do I view my Deferred income schedule after posting a Sales invoice?
• Why are prepayment releases only happening on direct invoices and not on those with a PO?
• Why is the purchase invoice disbursement not appearing in the sales invoice disbursement selection?

Credit Notes

• Can I create a Sales Credit Note template?

Deferred Income

• How do I amend deferred income on a Sale Invoice?
• Why can't I set up the deferred income automation?
• Why can I not see the deferral date option when entering a Sale Refund Cash document?
• How do I remove deferred income from a posted sale invoice?
• How do I amend deferred income postings?

Sale Invoices

• How do I create a custom Sale invoice document?
• How to Move a Customer Receipt to another Customer Account?
• Can I change the tax control account/VAT boxes of which a sales doc posts to?
• How to create Settlement Discount?
• How to process a refund to a customer?