Sales and customer accounts
Sale records, collections, open balances, and invoice routes.
Platform
| Platform route | What can you do? | Key control or dialog |
|---|---|---|
/sales/overview | Review the selected period's sales summary and drilldowns. | Navigate to sale or product details. |
/sales | Filter, list, and open sales. | New sale and sale details. |
/sales/collections | Review open balances, collections, and returns. | Open balances, Activity, New Collection. |
/sales/collections/[fp] | Full detail of one collection. | Collection Detail. |
/sales/invoices/[fp] | Invoice detail. | Invoice Detail. |
You can reach invoice details from the related sale.
Recording a sale
New sale opens the customer/patient, item, cart, and payment areas. Use Select Sale Item, Select Customer, and Return Sale for the related actions. Review the cart amount before saving. Record a sale step by step.
Collections and open balances
Customer Accounts has Open balances and Activity as main views. New Collection previews a plan for one or more open amounts; Collection Detail shows a saved settlement. Credit use, discount, payment, and return have separate permissions and business rules. Printing a sale summary is not issuing an e-invoice.
Related tasks
| Task | Continue on |
|---|---|
| Check product and stock before a sale | Products and inventory → /inventory/products |
| Add a product to a sale | From product to sale → /sales |
| Return a recorded sale | Return a sale → /sales |
| Collect an unpaid amount | Collect an open balance → /sales/collections |
If Collect Payment appears under New, use it to open the collection window; when there is one direct action, use New Collection. The supplier invoice used to add stock is covered in add stock from an invoice.