Sales Management

How to record a receipt

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 […]

How to create a customer

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 […]

Registering an Invoice Payment

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 […]

Creating a Receipt

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 […]

How to create a customer credit note

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 […]

Cancel or Void an Invoice

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 […]

How to cancel a paid Invoice

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 Please do note that this article is to cancel a […]

How to create an Invoice

Introduction Most companies typically create a Quotation, converting it into a Sales Order upon agreement with a customer, which is then converted into an Invoice upon preparation of the goods and services requested. This article covers how to create an Invoice, which is issued to a customer to communicate the sale of goods and services […]

Creating a Customer’s Delivery Order

Introduction This article covers how to create a Delivery Order, which is issued to a delivery carrier that confirms the type and amount of goods to be delivered to your customer. Before you begin You will need to have a Sales Order first before creating the Delivery Order. Navigating to your Sales Orders page   […]

Creating a Sales Order

Introduction Most companies typically create a Quotation, converting it into a Sales Order upon agreement with a customer, which is then converted into an Invoice upon preparation of the goods and services requested.  This article covers how to create a Sales Order, which confirms the quantity and price of goods and services to be sold […]

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