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SA-204 Customers, Sales & Receipts Level 2
This course demonstrates more of the advanced features of the Receivables module in Simply Accounting by Sage. Attendees are shown the hands-on application of using quotes, sales orders and sales invoices, customizing features for different types of businesses, use of functions and comprehensive Sales and Receivable reports.
After completing this course, attendees will have received the information required to:
- Setup receivable settings and linking accounts.
- Setup multiple Ship-to addresses for customers.
- Customize the sales journal screen.
- Understand the use of a cash clearing account.
- Process sales quotes and sales orders.
- Convert a sales quote or sales order to an invoice.
- Setup sales invoices for printing or e-mailing and review the different invoice templates.
- Store and recall recurring transactions.
- Generate a sales quote and orders report.
- Print packing slips.
- Batch print invoices.
- Generate accounts receivable reports using the sort and filter function.
Recommended prerequisites: Attendees would benefit from prior knowledge of the basic functions of the Receivables module in Simply Accounting by Sage.
Course length: Approximately 1 hour
Course cost: Recorded course $34.95 plus GST
Materials provided: Support reference materials are supplied with each course to ensure you can implement what you have learned in your day to day work environment.