Sales Management

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 […]

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. […]

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