Everything you need to configure your sales ledger transactions
Create sales ledger transactions
12 articles
- Next Generation - Batch a sales ledger transactionA guide to batching sales ledger transactions, allowing you to save them as a draft to edit before posting, covering how to batch an invoice from both the customer record…
- Next Generation - Access receipt and allocation directly from transactionsA guide to completing the full sales ledger cycle seamlessly by using the Enter Receipt Now and Allocate Transaction Now options together, taking you from invoice entry through to receipt…
- Next Generation - Access receipts directly from an invoiceA guide to using the Enter Receipt Now option, allowing you to move directly from saving a sales ledger invoice to the Receipt screen with the customer and gross value…
- Next Generation - Enter a sales ledger credit adjustmentUse sales ledger adjustment transactions to correct invoice or payment values, with a field-by-field guide to entering a credit adjustment via the header and summary sections
- Next Generation - Enter a sales ledger credit noteThis article explains how to create a sales ledger invoice Financials, covering the two ways to access the credit note screen (via a customer record or the navigator), and provides…
- Next Generation - Enter a sales ledger debit adjustmentUse sales ledger adjustment transactions to correct invoice or payment values, with a field-by-field guide to entering a debit adjustment via the header and summary sections.
- Next Generation - Enter a sales ledger invoiceThis article explains how to create a sales ledger invoice covering the two ways to access the invoice screen (via a customer record or the navigator), and provides a field-by-field…
- Next Generation - Enter a sales ledger receiptThis article explains how to create a sales ledger receipt, covering the two ways to access the receipt screen (via a customer record or the navigator), and provides a field-by-field…
- Next Generation - Post a sales transaction liveA guide to posting sales ledger transactions live directly to your nominal accounts, covering how to post an invoice from both the customer record list and the transactions menu.
- Next Generation - Setting the batch and other transaction options for any transactionsA guide to the Save Options screen, covering each available option across Sales Ledger, Purchase Ledger, and Nominal Ledger transactions, including how to batch or allocate transactions immediately after saving.
- Next Generation - Access allocations directly from sales transactionsA guide to accessing allocations directly from transactions, covering transaction options, selecting the Allocate Transaction Now feature, and completing the allocation process from Sales Ledger invoice.
- Next Generation - Access receipt and allocation directly from sales transactionsA guide to completing the full sales ledger cycle seamlessly by using the Enter Receipt Now and Allocate Transaction Now options together, taking you from invoice entry through to receipt…