Account&See Invoicing Heading
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Account&See Sitemap

To help you navigate around our comprehensive website, this Sitemap includes links to pages divided into compact categories.

System Setup

  • Importing your previous version 2 data
  • Adding Customers allows you to add/edit/delete or rename customers in the database - locate previous accounting details and see their 'performance' in relation to all other customers.
  • Adding Products allows you to enter products, change prices, costs, add assembly products etc.
  • Non Printing Products are an excellent way to accurately control the profitability of all customers and invoices.
  • Dual Priced Products allow you to charge one of two different prices depending upon the invoice value - such as free carriage on all orders over $30.
  • Numbering Systems from the standard consecutive numbering to date based and customer based systems.
  • Multi Company facility allows you to create invoices for a number of different companies within the software.
  • Explanation of Product Types, Groups There are many 'grouping' options available. They can be very powerful in returning results from your invoicing databases.
  • Import/Export You can import and export your customer and product databases allowing you to use programs such as spreadsheets to control your pricing structure.
  • PayPal Settings If you wish to include PayPal Pay Now buttons on your invoice, you must enter your PayPal account details, default currency etc.
  • Serial Barcode Scanners setting up the COM port for serial communication with your scanner.

Invoicing

  • Invoice Types - an explanation of the various invoice types (monthly accounts, quotations etc.) available to you.
  • Standard Invoices - how to create your first invoice.
  • Applying Discounts - there are four types of discount facilities available in the software.
  • Auto Biller or self-repeating/auto-repeating invoices allow you to create the same invoice time after time at user specified intervals.
  • Credit Notes are used to cancel part or all of an invoice value.
  • Monthly Accounts store all sales made to a customer during a fixed period and then converted to an invoice.
  • Pro Formas are useful to receive payment for goods before despatch.
  • Quick Invoice - the fastest way to create an invoice
  • Quotations can be converted to Invoices
  • e Mailing Invoices all documents can be either printed or e mailed and HTML emails can be personalised.
  • Designing HTML eMails allows you to add logos, background pictures and choose fonts and colours.
  • Invoice Headings You can use text, rich text or graphic image to print your company details on your invoices, statements etc. Printing your invoices with many options to enhance the look of your invoices.

Post Invoice Operations

  • Account Book displays all the invoices created, allows payments to be allocated, editing of invoices, monthly accounts etc. This is the 'hub' of the software linking invoices produced to almost all other accounting operations.
  • Printing and Exporting of the account book.
  • Bank Accounts up to twelve separate banks accounts are supported, including one Petty Cash
  • Completing Orders If you do not have enough products to fulfill an order, let Account&See automatically track incomplete orders and then automatically create invoices to complete the order.
  • Allocating Payments details how to pay invoices - be it part, full or overpayment.
  • Quick Pay the fastest way to allocate payments
  • Paying In Book allows you to see when payments were banked and to which bank.
  • Statements of Account or dunning notices are the standard way to remind your customers to pay.
  • Mail Merge debt Collection Letters may very well improve your cashflow.

Miscellaneous

  • Calendar not just shows you the date on the front screen. It is also a powerful appointment and anniversary tool.
  • Country Selection automatically changes the address layout to suit the individual country - can be user specified or changed at any time.
  • Mailing Labels can print all or selected customers names and address with various pre-defined label sizes and the ability to create your own label sizes.
  • Stickies are an excellent way to attach notes to customers' files.
  • Timer Projects record time spent on customer's work.
  • To Do List provides a handy 'to do' reminder list

Graphing and Reports

  • Summary Sales View allows you to see monthly and yearly totals for sales of all products, sales, groups, etc.
  • Expanded Sales View allows you to see / print a detailed line-by-line list of all items sold.
  • Seasonal Sales Viewing sales by day of week, day of month and month of year. Compare two products side by side for A-B Testing purposes.
  • Cross Selling allows you to locate a product and see which other products your customers have order - ideal for Video Stores
  • Mapping allows you to see the 'spread' of sales across the UK or US - by UK Postcode or US State.

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