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Sales

Sales

Everything you need to know to take your billing to the next level

By Camilla1 author46 articles

What is the Sales section?

Billing configuration

Configure sales and purchase preferences

Create and assign your document templates

Create the numbering of your documents

Include payment methods in your invoices

Configure the email delivery system

Create and assign email templates

Use dynamic words

Set compliance preferences

Update numbering in bulk

Sales documents

Create an invoice

Send your invoices by email

Add payments to your invoices

Manage your invoices

Create and manage recurring invoices

Create and manage corrective sales

Create and manage budgets

Create and manage your electronic invoices

Manage the advanced options of a quote

Create and manage proformas

How invoice reminders work

Other operations available for sales documents

TicketBai

How TicketBAI works

Enable and automate TicketBai fields

Create a sales invoice compatible with TicketBai

Create a corrective sale compatible with TicketBai

Verify the errors of shipments to TicketBai

TicketBai's automation rules on a case-by-case basis

What status can TicketBAI invoices have?

IBS

How the SII works

Manage access to SII functionalities

Automate the SII fields in your sales and purchase invoices

Complete the SII fields on your sales invoices

Complete the SII fields in your rectifying sales

Complete the SII fields on your purchase invoices

Send invoices to the SII and check errors

Manage import purchases and their shipment to the SII

Services

Create and manage your services

Import your services

Import

Import your sales invoices

Import your budgets

Import your sales tickets

Import your proforma invoices

Import your corrective sales

Import your recurring sales invoices