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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...
How to add finance charges and payment terms to an account sale
Find or create the account saleWhile on the account sale screen select manage accountSelect account options.In the payment terms fieldselect the...
How to add different charge 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...
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...
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...
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 statementThere are two formats...
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...
Where to find reports on account sales
Account sale reports are found under the reports menu, accounts receivalble reports