Trading with invoicing: creating invoices and delivery notes

Mode "Trading with an account statement"

This mode is a very convenient tool for accounting for trade transactions that take place with the participation of a sales manager, and purchases are documented by an invoice and a delivery note. In addition to creating invoices, invoices, tax invoices, and certificates of completion, this mode allows you to make payments in installments, make shipments without payment, and reserve paid goods as a reserve.

The seminar will be useful for

• online stores and those who sell on a cash on delivery basis or ship goods first and then receive payment;
• those who sell services along with goods and those who need to make preliminary calculations and estimates before selling;
• those who use "trade credit" or installment payments;
• those who sell in bulk;
• those who trade by bank transfer and issue invoices, invoices, etc;
• those who trade with the involvement of intermediaries or dealers and want to keep records of their sales and remuneration.

Webinar program:

• We will teach you how to issue an invoice for a customer and send an invoice to the customer by e-mail right from the program;
• How to track payments on invoices and make partial payments;
• Keeping records of payments in different currencies;
• Consider the possibility of controlling who, when, for what and on which invoice paid;
• Issuance of invoices for the shipment of goods and tracking the shipment of goods;
• Preparation of tax invoices and acts of completion;
• Learn how to make preliminary calculations for the client in the form of a commercial offer.