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...
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...
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...
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...
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....
How to print statements and receipts for account sales

To print end of month statements for account sales go to reports, acounts receivable reports,...
How to view outstanding account sales

To view outstanding account sales for a particular customer go to sales menu, manage customers...
Where to find reports on account sales

Account sale reports are found under the reports menu, accounts receivalble reports