Sales Ledger

Included in every licence

Everything from the first quotation to the final receipt, with a clear view of every customer's account.

Customers

  • Complete customer records: invoicing and delivery address books, contacts, credit limits, settlement and payment terms, bank details, analysis codes, and every field a Sage 50 customer record holds.
  • An activity panel on each customer with their invoices, credit notes and receipts; turnover this month, this year and last year.
  • Import customers and contacts from Excel or CSV; QuiSuite suggests which column is which field.

Quotations and invoices

  • Stock and service quotations, invoices and credit notes with automatic numbering, carriage and exact VAT; batch entry for high volumes.
  • Price lists and quantity breaks: special prices for groups of customers, applied as you type.
  • Cash sales: take payment on the invoice itself ("Paid now") so a shop or counter sale is invoiced and banked in one step.
  • Goods returned: a credit note that puts the goods back into stock at their cost.
  • Memorised invoices you can recall, and recurring ones raised on a schedule.
  • Professional printed documents with your logo and VAT number; save as PDF or email from the program.
  • Disputed invoices held back from automatic payment matching.

Receipts and credit control

  • Allocate receipts to invoices, with settlement discount filled in when a customer pays in time; "Pay within Discount" and "Pay within Terms"; small balances written off as part of the receipt.
  • Credit Control: aged debt with every overdue account, reminder letters in three stages, a chasing diary, and accounts put on hold (automatically at the credit limit if you wish) so no new orders or invoices go out.
  • Contra entries set a customer's balance against the same business's supplier balance.
  • Customer refunds against credit notes, paid from the bank.
  • Open-item and balance-forward statements, one customer or all; customer reconciliation; aged debtors by invoice or due date.
Sales InvoicesSales InvoicesCustomersCustomers

More of QuiSuite: The Home Dashboard Across the Whole Program Purchase Ledger Inventory and Stock Control Banking and Cash Nominal Ledger and Financial Statements Report Writer Configuration and Multi-currency Administration, Security and Data Safety CRM Email Letters and Documents Web Browser and Desk Tools Intranet and Messaging Optional modules