When using progress billing, a progress sales order is created and approved. When a portion of the project has been completed, the progress sales order is fulfilled. In Progress billing, the billing is happening part by part. To create a progress sales order: Transactions > Sales>Enter sales orders > New. In the Custom Form field, choose Standard… Continue reading Creating Progress Billing Sales Orders
Author: Anu Mathew
Shipping Method standard field update with new values
Go to Lists > Accounting > Shipping Items. Click New. Enter a shipping item’s Ship Name. Enter the Display Name/Code to display on the printed invoices. Enter a shipping item Description. To hide this item from appearing on lists, click Inactive. To make this shipping item available on your website, check the Display in the Web Site box. Check the Shipping Rate subtab. To record charges… Continue reading Shipping Method standard field update with new values
Customers and Multiple currencies
The Multiple Currencies feature lets you create transactions with customers in currencies other than your company’s base currency. When you create a customer record, you set the primary currency and additional available currencies for transactions with that customer. The customer’s primary currency is the default currency for sales transactions. Aggregate balance information and credit limits… Continue reading Customers and Multiple currencies