Sales and Invoicing

• Introduction
• Setup CPAbooks Sales Application

Sales Quotation

• Create your first quotation and offer 5% discount to a customer
• Send quotation by email and ask a customer to sign online
• Set default terms and condition on quotation
• Apply default taxes when creating new product
• Sections on quotation to separate the material and service

Quotation Template

• Create quick quotation using quotation template
• Increase your sales with suggested products

Discounts and Pricelist

• Apply manual discount on quotation
• Adapt product price based on customer segment (e.g. Retailer or Distributor)
• Adapt product price based on customer country or location (e.g. Price in € or $)
• Compute and apply discount automatically based on the pricelist

Unit of Measure

• Sell product in a multiple unit of measure
• Sell products by multiple of unit # per package
• Purchase meat in carton (~20kg/each), keep stock of cartons/kg and sell in carton or kg
• Purchase LED Lights in pack of 25pcs and sell single unit or pack of 25pcs

Product and Tax

• Adapt prices for Business to Customer (tax included in product price)
• Adapt product prices for Business to business (tax excluded) and Business to Customer (tax included)

Invoicing

• Send Pro-Forma Invoice to your customers
• Create invoice based on the delivered quantity
• Create credit note from sales order, when customer return the product
• Create single invoice from multiple sales orders

Customer Portal

• Online customer approval on quotation
• Online customer approval and payment on quotation

Delivery Charges

• Free delivery if order total is more than $2000
• Calculate shipping rates based on product weight
• Delivery price based on the area (zip code, state or country)
• Manage delivery price fluctuation, apply margin on the delivery charges

Manage Inventory

• Create a purchase order for products based on sales order
• Choose different delivery location for specific customer orders
• Consignment stock transfer, raise an invoice when stock sold by the retailer
• Manage sell and buy-back of used product

Service Product

• Create an invoice at milestone completion for a project
• Create task from sales order and invoice based on timesheet

Subscription

• Set up recurring invoice, that help you to invoice regularly
• Sell subscriptions through sales quotation
• Sell subscription through eCommerce platform, receive payment through card (auto-debit)
• Increase quantity (prorate base) in subscription during middle of the month - upsell