Sales
In this section you will find various documents giving you step-by-step instructions on performing various tasks on the Sales side of SortMyBooksOnline. If there is anything missing that you would like to see, just let us know and we can create it.
- SortMyBooks for Construction Businesses
- How to Print or Email Sales invoices in Bulk
- Individualised customer product pricing (also for suppliers)
- How do I account for RCT withheld from me?
- Delivery Dockets
- How do I record payment received against a sales Invoice?
- How do I enter a Quote or Proforma Invoice?
- How do I use the timesheet function?
- How to edit Customer Details
- How do I set the date range when emailing customers statements?
- How do I delete a timesheet ?
- Deposits or Payments on Account
- Remittance & Payment Terms
- How to edit and make changes to an existing Invoice
- How To merge Customers on SortMyBooks Online
- How To Delete Customers from SortMyBooks Online
- How To deal with Professional Services Withholding Tax (PSWT)
- Sales Invoices
- How to setup Recurring Sales invoices
- How to deal with a Discount on an invoice
- How to add Bank Account Details to Invoices
- Emailing Customer invoices & statements from within SMBO
- Credit Notes & Refunds