Swim

Articles

• How to perform an Account Client Sale
  An account sale is used for clients who you have on account, or who you sell to with a finance charge, or who you sell to frequently and the pay...
  Views: 1823
• How to add finance charges and payment terms to an account sale
  Find or create the account sale While on the account sale screen select manage account Select account options. In the payment terms fieldselect...
  Views: 1690
• How to add different charges and shipping addresses to an account sale
  If you are selling to a customer who is part of a buying group or multi-store you may need to select a different charge account/adress to the...
  Views: 1539
• How to enter company names as a customer in Swim
  It is recommended to put the company names in the 'firstname' field and a fullstop in the last name field when entering any company. With this...
  Views: 1555
• How to pay an account sale (and multiple sales at once)
  You can pay many account sales at once.  To do this, go to the sales menu, manage account. Search for the customer and select 'manage clients...
  Views: 1564
• How to print statements and receipts for account sales
  To print end of month statements for account sales go to reports, acounts receivable reports, ACR012 account client statement There are two...
  Views: 1486
• How to view outstanding account sales
  To view outstanding account sales for a particular customer go to sales menu, manage customers account. Search for and select the customer ny...
  Views: 1665
• Where to find reports on account sales
  Account sale reports are found under the reports menu, accounts receivalble reports
  Views: 1558