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Transaction Documents Fields Help
... Transaction Documents Fields Help Accounting Period (Applies to Invoices , Credit Notes and Contracts only.) This is used to ...
Customers & Suppliers
... Customers & Suppliers Customers Once you’ve set up an Organisation as a Customer (via the Agreements checkboxes) you’ll be abl ...
Pricing Schemes
... Pricing Schemes A Pricing Scheme enables you to set a range of standard prices for a product in addition to the default price. This allows you to create ...
Customer Orders
... Customer Orders A Customer Order is a document that allows you to track orders you’ve received. It can be used for: Tr ...
Marking customers as "suspended"
Workbooks allows you to create and edit Agreements you have between your Own Organisation(s) and your customers. This might be simply to change information about, say, their invoice address, or it might be to Suspend or Close off the Agreement they have ...