How do I add the Sales Order number to the list of Cash Receipts?
To add the Sales Order number to the Cash Receipts List, click the Configure List button along the top and check the checkbox next to Sales Order. This will add a field to the list with the Sales Order number.
Configuring the List View
Cash Receipts A Cash Receipt records a payment made by a customer. In AccountingSuite™, a Cash Receipt is used for recording the following kinds of transactions: payments received from a customer which may include partial payments and payments ...
How to create a Sales Order
The Sales Order records a request to sell goods or services. A Sales Order initiates the Sales Workflow and may be for products and/or services. When a sales order is for services only, it may also be referred to as a work order. AccountingSuite™ ...
Cash Sales in AccountingSuite combine the functionality of Sales Invoices and Cash Receipts in one step. Cash Sales can be used for a point-of-sale system or anywhere the product and the cash exchange hands at the same time. This type of transaction ...
Open Sales Orders by Item Report
How can I run a report that shows all of my open orders with back-ordered item information? Open Sales Orders by Item Report The Open Sales Order by Item report will list all Open Sales Orders, grouped by Item. There are columns that show shipped, ...
Sales Module Overview
Sales Sales in AccountingSuite™ includes all the necessary functionality to properly record Sales and its related activities. The Sales Module in AccountingSuite™ includes Sales Quotes, Sales Orders, Shipments Sales Invoices, Cash Receipts, Cash ...