The Sales > Other submenu brings together key tools to optimise your sales management: tracking deliveries, managing dunning procedures, exporting data, or entering payments and credits.
Discover the details of the available features in this article.
Content:
- Show deliveries
- Dunning procedure (reminders for open invoices)
- Export data
- Account statements
- Recurring invoices
- Enter payments (manually)
- Invoices with available customer credit
Show deliveries notes
This feature gives you a comprehensive overview of all your recorded deliveries. Access all delivery notes generated for your various sales orders directly in just a few clicks.
Dunning procedure (reminders for open invoices)
Find the list of your unpaid customer invoices here and easily manage payment reminders by automating or customizing your dunning procedures.
Export data
The « Export data » option allows you to extract your sales documents over a fully customizable date range.
You can export the following data categories:
- Quotes
- Sales orders
- Invoices
- Credits notes
- Deliveries
- Incoming payments
Account statements
View the complete history of all account statements generated for your customers so far.
Recurring invoices
If you regularly bill a customer for the same services (such as maintenance contracts or subscriptions), you can set up recurring orders to automate invoice generation.
Enter payments (manually)
This function allows you to manually match an incoming payment or assign a credit to an open invoice. You can directly enter the amount received and search for the corresponding invoice by its invoice number or customer name.
Invoices with available customer credit
This section immediately notifies you when a customer has an available credit note (unused credit) that can be applied to an open invoice.