Sales Module.

Orders, Invoicing, Returns, Refunds and Payments

The Sales Module gives business owners and entrepreneurs flexibility in orders, invoicing, customer returns, customer refunds and accepting customer payments.


Sales Order Highlights

During the order and quote entry processes, instant access to inventory and support for backorders lets you give customers accurate shipping information on the fly.

Customer records support unlimited shipping addresses, allowing your marketing team to market to real customers that have received your products and services.


Access all inventory and cost data without ever leaving your order entry screen.

Export sales orders and quotes to common document formats like PDF and Google Docs, letting you quickly share with your customer, partner or co-workers.

Sales Invoice Highlights

Copying invoices and creating new invoices is simple and quick—happier employees, happier customers.

 

Invoice from existing sales orders or create new invoices on the fly with no Sales Order while the customer is on the phone—or even with you in your office.


Monitor profitability sale-by-sale by seeing gross margin per line item before sending the invoice to your customer.

Cash Sales Highlights

Use AccountingSuite’s cash sale interface as your point-of-sale system from any web browser on a PC, Mac, iPad or mobile device.

Cash sales are instantly posted to your system and no additional entries or processes are needed to monitor your right-now cash position.



Inventory information is instantaneous and there are no additional processes to update to keep your books in balance.