Open the Sales & Receivables Setup window.
Specifies policies for sales invoicing and returns and offers actions to set up codes and values that you use in sales and receivables.
Related Tasks
The following table shows tasks that are related to the Sales & Receivables Setup window, with links to the topics that describe them.
To | See |
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Create a sales quote where you offer products on negotiable terms before converting the quote to a sales invoice. | |
Create a sales invoice to record your agreement with a customer to sell products on certain delivery and payment terms. | |
Perform an action on an unpaid posted sales invoice to automatically create a credit memo and either cancel the sales invoice or recreate it so you can make corrections. | |
Create a sales credit memo to revert a specific posted sales invoice to reflect which products the customer returns and which payment amount you will refund. | |
Create a customer card for each customer that you sell to. |
Tip |
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For more information about how to navigate in the user interface, see Work with Microsoft Dynamics NAV. For more information about how to find specific pages, see Search. |
See Also
How to: Track Packages
How to: Eliminate Credit Limit Warnings
How to: Enable the Invoice Rounding Function
How to: Eliminate Stockout Warnings
How to: Allow for Application of Customer Ledger Entries in Different Currencies
Departments
Business Functionality
Working with Microsoft Dynamics NAV