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Bad Debt - Write off a Sales Invoice with VAT recovery

Bad Debt - Write off a Sales Invoice with VAT recovery. This article provides a guide on how to write off a sales invoice as a bad debt with VAT recovery 1. Where sales invoice is to be written off a…

Updated by David Rustell

Creating Supply Orders in bulk

Introduction. Business Cloud Essentials allows users to create Supply Orders (Purchase Orders or Works Orders) linked with Sales Orders. These can be created: from a Sales Order Creation or Edit scre…

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Cancelling a recurring invoice

Introduction. This short guide is to show users how to cancel a recurring invoice in the system. Cancelling a recurring invoice. To cancel the recurring invoice you need to follow these steps: Go to…

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Creating and editing Sales Orders

Introduction. This guide is to show users how to: Create a Sales Order and to create a Sales Order from a Sales Quote. Add and remove order lines. Add descriptions. Check stock. Repeat and add a sche…

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Cancelling Sales Quotes

Introduction. Business Cloud Essentials allows users to manage their sales quotes. There is no direct action to cancel a sales quote but they can be marked with a status of 'Ignore'. Cancelling Sales…

Updated by David Rustell

Cancelling Sales Orders

Introduction. Depending on the order status there is a different process to close or cancel a Sales Order. Cancelling Sales Orders. Cancelling open orders. Open orders with no line items picked or di…

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Account Statements

Introduction. Business Cloud Essentials allows users to create Account Statements for customers, The account statement will show what is outstanding on the selected account. Account statement. Once l…

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