Sales

Step-by-step guides for the Sales module in Qoyod: customer invoices, quotations, delivery notes, credit and debit notes, and customer records. You will also find answers on linking customers to locations and sales representatives, approving draft invoices in bulk, and searching customers by phone number, email or custom fields.

Sales

Edit Customer Locations and Reps from Invoices or Quotations

How to Assign a Sales Representative to a Customer in Qoyod

How to Link Customers to Locations in Qoyod

How to Add Additional Fields to a Sales Debit Note in Qoyod

How to Issue a Sales Debit Note in Qoyod

Delivery Note Template Availability, Single-Invoice Linking, and Design Edit Restrictions

How to Search for Customers or Suppliers by Phone Number, Name, Email, Facility Number, or Custom Fields

Bulk and Individual Invoice Approval for Draft and Pending Items

How to Add a Custom Field to Link Clients with Their Sales Representatives

Add a Customer as a Supplier and Link Accounts to Reconcile Balances

Can I send a payment link to a customer?

Is VAT Charged on Advance Payments (Receipt Without Invoice)?

Adding a Default Date When Creating Invoices and Vouchers

Search for Customers by Mobile Number or Other Data When Creating an Invoice

Clarifying Invoice ‘Pending Approval’ Status: Approvers, Permissions, and Required Actions

Voucher Statuses (Unused, Used, Partially Used): Assigning and Unassigning Vouchers to Invoices

Track Invoices by User or Employee Using a Username Field

Troubleshooting Customer and Supplier Data Import/Export with File Validation

How to Manage Supplies Over Time and Issue a Final Tax Invoice After Partial Invoices

Why Product Doesn’t Appear in Sales Invoice

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