Sales
35 articles
How to find out who purchased a specific item.Describes how to find who purchased a specific item.
How to Void an InvoiceDescribes how to void an invoice by creating a credit note from the existing invoice
How to refund a credit invoiceDescribes how to refund a credit invoice
How to modify information on an existing InvoiceDescribes how to modify information on an invoice
How to create a sale from the back office
How to add a custom line amount to a sale you are creating from the back officeDescribes how to add a custom line amount to a sale from the back office
How to add a custom line amount to a credit note you are creating from the back officeDescribes how to use a custom line amount when doing a return from the back office
How to download Tax information via the tax metricsDescribes how to use a metric to download tax information
How to create a credit note from a specific invoice.Describes how to quickly create a credit note for a specific invoice. This is handy if you need to reverse (void) a sale.
Invoice List View and Sales Line Item View
How to create a smart set for sale line items on a specific day.
How to create a smart set to view sold items you received on consignment.
How to create a smart set for tax per sale line items for a specific date range.Describes how to display tax on sale line items with a date range
How to refund a prepayment
How to create a smart set for sales from a specific brand.
How to remove the attachment of a prepayment from a job or a layaway
How to reassign a prepayment that is already assigned to a job or layaway.
How to attach an existing prepayment to a specific job or layaway
How to display a sales POS tracking info in a smart set.
How to add or modify the sales associates on an existing invoice.Describes how to add or modify the sales associates and or commissions on an existing invoice.
How to create a smart set for open prepayments that need to be appliedDescribes how to create a smart set for open prepayments that need to be applied
How to modify a payment that was taken in on an invoice.How to edit, delete, or void a payment that was taken in on an invoice
How to create a smart set for items sold with a specific tracking
How to create a smart set for invoices with tax.Describes how to create a smart set for invoices with tax.
How to create a smart set for open invoices.Describes how to create a smart set to view open invoices in BusinessMind.
How to view prepayments.Describes how to view prepayments in BusinessMind for Retail Jewelers
How to record a PrepaymentDescribes how to create a prepayment in BusinessMind for Retail Jewelers
How to un-allocate a credit from an invoice.Describes how to un-allocate a credit from an invoice in businessmind for retail jewelers.
How to re-print an invoice.Describes how to re-print an invoice.
How to create a new invoice in BusinessMindCreating a new invoice in BusinessMind Software for jewelers
How to create a credit note / return from the back office.Describes how to create a credit note / return from the back office
How to record a payment from the back office.
How to apply a credit or prepayment to an existing invoice.
How to remove a payment from an invoice.
How to add a untracked model to an invoice from the back officeHow to add a untracked model / service to an invoice from the back office