Sales

The Sales Menu in the Cargo Books finance module is designed to streamline and manage all aspects of the sales process, from issuing invoices to handling payments and refunds.

Accessing Sales Menu

1. Navigate to Sales in the left side bar.

2. Here, you will find all transaction types including invoices, payments, refunds, credit memos, sales receipts, and advance payments received.

Overview of the Sales Menu

The Sales Menu is organized into several key functions, each representing a specific part of the sales cycle. These functions are presented in a logical sequence to help you navigate the sales process seamlessly. The main functions available in the Sales Menu are:

1. Invoice

2. Receive Payment

3. Sales Receipt

4. Receive Advance

5. Refund

6. Credit Memo