Part 2: Setting Up and Using Sales and Customer Functions

By the end of this module, you will be able to:

• Manage the products and services list and maintain an organized customers list
• Customize sales forms to reflect your business branding
• Create and apply tags for better sales tracking
• Generate and manage estimates, invoices, and sales receipts
• Record customer payments using the appropriate methods
• Determine when to use customer statements, credit memos, and issue refunds
• Set up and manage recurring transactions for regular sales activities
• Identify and interpret essential reports related to the sales and customers workflow