Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Accessing your New Quick Sale


1. You can access your new Quick Sale by clicking the lightning bolt  icon located above the Equipment icon as indicated below.



2. Another way of accessing quick sale is by going to Customers → select your Customer → Jobs.

You can also click New Quick Sale to create a quick sale from that screen.


Image Added


Managing a Quick Sale

When you access your quick sale, you have a few available  tabs to initiate a task or complete a task.

...

To generate an invoice, click Generate Invoice button which is located at the right side of the Quick Sale screen.

Once an invoice is generated, you can add a payment the same way we add payments to a standard invoice.




Note: To learn more about taking payments, please access How to take Credit Card Payments in Ascora user guide.


We've now completed the settings around Quick Sale and the important elements or components of Quick Sale.

...