Sales and accounts
Sales and customer accounts
Manage charges, payments, debt, credit, collections and e-invoices separately.
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A sale records charges, a payment records received money, and customer accounts track independent debt/credit and settlement allocation. They have different outcomes.
- Sale lifecycle: cart, state, stock commitment, editing, cancellation and returns.
- Payments/reversals: standalone sale payments and method changes.
- Customer debt/credit: independent debt, advances and reasoned adjustments.
- Collections/reversal: selected-debt allocation, receipts and movement history.
- E-invoices: provider, recipient, sale-based creation and status.
Read currency, tax basis, date and source type. Stock/money concepts provide examples; clinic visits connect clinical work.