Below you'll find PDF guides and articles that include help to complete transaction-entry screens for customer (accounts receivable) transactions in Attaché Accounts.
Sales Centre
Quotations
Attaché Accounts Quotations Help (PDF) contains task and field descriptions for these menu items:
Customer Quotation Entry
Customer Quotation Lookup
Delete Customer Quotations
Add Customer Code to Quotation
Add Prospect Code to Quotation
Delete Prospect Quotations
Orders
Attaché Accounts Orders Help (PDF) contains task and field descriptions for these menu items:
Customer Order Entry
Customer Order Lookup
Delete Completed Customer Orders
Create Customer Orders from Quotations
Create Customer Orders from Standing Orders
Invoices
Attaché Accounts Invoices Help (PDF) contains task and field descriptions for these menu items:
Generate Customer Invoices from Orders
Customer Invoice Entry
Customer Invoice Lookup
Delete Customer Invoice Details
Create Customer Invoices from Quotations
Create Customer Invoices from Standing Orders
Generate Customer Invoices from Recurring Invoices
Goods Returned Notes
Attaché Accounts Goods Returned Notes Help (PDF) contains task and field descriptions for these menu items:
Customer Goods Returned Note Entry
Customer Goods Returned Note Lookup
Delete Customer Goods Returned Note Details
Credit Adjustment Notes
Attaché Accounts Credit Adjustment Notes Help (PDF) contains task and field descriptions for these menu items:
Customer Credit Adjustment Note Entry
Customer Credit Adjustment Note Lookup
Delete Customer Credit Adjustment Note Details
Post Unallocated Customer Transactions
Backorders
Attaché Accounts Backorders Help (PDF) contains task and field descriptions for these menu items:
Backorder Report
Backorder Release
Backorder Release Report
Payments
Attaché Accounts Payments Help (PDF) contains task and field descriptions for these menu items:
Customer Payments Entry
Post Unallocated Customer Transactions
Customer Pay Selections
Direct Debit Payments
Credit Card Payments
Recurring Transactions
Recurring Transactions Help (PDF): contains task and field descriptions for these menu items:
Standing Order - Create
Standing Order - Lookup
Recurring Invoice - Create
Recurring Invoice - Lookup
Recurring Invoice - Delete