Can I apply a discount to a Quote or Order or Invoice?

• Related Articles

• Doing a Quick Quote, Order or Invoice

  Article Summary Quick Entry is Sales.Live’s single screen for entry of sales quotes, orders and invoices. You can process an Order, Quote or Invoice from this screen by choosing a Customer and Product. Then hit the Finalise Entry button and you can ...

• Preparing a Detailed Sales Order

   Article Summary This article explains how to do a Detailed Sales Order, under the Detailed Entry Menu. The Detailed Entry screen brings the Desktop transaction entry screen "experience" into a Cloud/Web browser interface. Users who need the full ...

• Is the Quote / Order / Invoice processed immediately into the Business System?

  Your Quick Entry (Quote, Order or Invoice) can be automatically processed if this has been enabled in your App Settings. If it’s not, it will still be posted to your Business System, but it will need to be processed by an operator at the office. Need ...

• Can I re-sync a Quote, Order or Invoice if it fails to sync initially with my Business System?

  For sure! The Sales .Live engine puts your sale into a queue and will try 3 times to update your Business System, in case there is a temporary problem. If after 3 tries your Quote, Order or Invoice has not synced to your Business System you will ...

• Preparing a Detailed Sales Quote

  Article Summary This article explains how to do a Detailed Sales Quote, under the Detailed Entry Menu. As a reminder, the Detailed Entry screen brings the Desktop transaction entry screen "experience" into a Cloud/Web browser interface. Users who ...