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 […]
Sales Management
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 […]
Creating a Quotation
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 quotation, which is a price estimate of a sale based on discussions with a customer. […]