How it works Navigating to your settings page 1. Click on Accounting at the left panel (Red Box) 2. Click on + at the top bar (Blue Box) 3. Click on Settings (Green Box) 4. Click Configure your company data (Red Box) Adding a watermark to your invoice 5. Click on Default Report Settings (Red Box) 6. […]

Introduction By default, the discount column will be hidden on all your quotations, sales orders and invoices being issued. This guide will show you how to enable or disable this feature, as companies generally do not want to give the impression that they usually offer discounts. Before you begin Ensure that you have already set […]

Introduction After a Sales Order is confirmed, DashBod users have the option to convert it into a packing list, which lists all the contents of an order. A packing list can be used by employees picking up products from a warehouse for delivery, and for  recipients to verify the contents of a delivery. Before you […]

Introduction A pro-forma invoice refers to an invoice that is incomplete, and its terms of sale can still be changed. Unlike an invoice, a pro-forma invoice is an estimate that lists the goods and services that a seller commits to selling. It is sent before a service is completed or goods are delivered and is […]

Introduction This article covers how to record a receipt, which is used for internal bookkeeping purposes in your Accounting Receivable Journal. Before you begin This article only covers how to record a  Receipt that is not linked to an invoice. You might want to take a look at Register an Invoice Payment for payments that […]

Introduction Before you can invoice any of your customers, DashBod needs you to create each customer in the customer database. You can create each customer entity as an individual or a business entity. This article covers how to create a single customer, click here if you want to import customer data in bulk Before you […]

Introduction This article covers how to Register an Invoice Payment, which is used for internal bookkeeping purposes in your Accounting Payment Journal. Before you begin This article only covers how to register a payment that is linked to an existing invoice that you have created previously. You might want to take a look at Recording […]

Introduction This article covers how to Create a Receipt. A Receipt is issued to a customer confirming payment has been made for the sale of goods and services. How it works Firstly, click on the Accounting module, followed by the Account Receivable, then Sales Receipts on the top bar Click Create Choose the customer you […]

Introduction This article covers how to create a Customer Credit Note, which is issued to your customer informing them of a reduction in the amount that your customer owes you. A credit note is usually issued because of an error in a previously issued invoice. A Customer Credit Note usually states the reason it’s being […]

Introduction This article covers the steps to cancel an invoice as DashBod does not support further editing or changes to the invoice once it is being validated/posted. This is to prevent management override and provide more credibility and reliability to the users. Before you begin An invoice should be cancelled when it has been processed […]