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Sales and purchases information

To give your sales and purchases forms a more personal touch, you can set up a default list of invoice comments, shipping methods, referral sources and payment methods that can be selected when recording sales and purchases.

You can access sales and purchases information via the Lists menu > Sales & Purchases Information.

Sales and purchases information

Comments

If you’d like to include a message or note on your sales or purchases, you can set up a list of standard comments (Lists menu > Sales and Purchases Information > Comments).  

This will save you from having to type the same comment into your sales and purchases each time. Comments are useful for things like greetings, memos, reminders and other salutations. You can also enter unique comments when entering your purchase or sale.

You can create as many comments as you like to suit your business needs.

Shipping Methods

If you want to specify the delivery method on your sales forms, or record how your suppliers send goods you order, like FedEx or DHL, set up the Shipping Methods list (Lists menu > Sales and Purchases Information > Shipping Methods).

A few shipping methods are provided for you, such as Airfreight and Australia Post. You can create as many as you like.

Referral Sources

If you want to track how much business results from customers seeing an advertisement in the Yellow Pages, a website, or Facebook, set up the Referral Sources list (Lists menu > Sales and Purchases Information > Referral Sources).

A few referral sources are provided for you, such as Advertisement and Friend. You can create as many as you like.

Payment Methods

If you want to record the payment methods used by customers to pay you, like PayPal or credit card, set up the Payment Methods list (Lists menu > Sales and Purchases Information > Payment Methods).

A few payment methods are provided for you, such as Visa and Cheque. You can create as many as you like.

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