the sales
the sales
“It is an application to run the sales process (from quote to sales order) and deliver and invoice what was sold.
1- Use quote templates 2- Optional products
3- Online signatures for order confirmations 4- Get paid to confirm the order
5- Quotation deadlines 6- Delivery and invoices to different addresses
7- Use product variants in quotes and sales orders
8- Invoicing method 9- Invoice based on the quantities delivered or requested
10- Down payment 11- Proforma invoices
12- Invoice based on time and materials 13- Invoice for project milestones
14- Re-invoicing expenses to customers. 15- Selling subscriptions
16- Products and prices 17- Manage your products
18- How to import products with categories and variants 19- Product variants
20- Setting taxes 21- Default taxes
22- Financial Positions (Taxes and Account Planning) 23- TaxCloud Integration
24- Manage B2B (taxes excluded) and B2C (taxes included) prices
25- Managing your prices 26- How to adapt your prices to your customers and apply discounts
27- How to sell in foreign currencies 28- Processing returns and refunds