A sales form is a page where you can enter data about products sold or services performed. Then you can print it or email it to your customer.
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Sales form |
When to use it |
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Sales receipt |
When your customer pays you at the time of the sale. |
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Invoice |
When your customer will pay you later. |
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Estimate |
When you want to present a proposal or estimate to your customer. After your customer accepts the estimate, you can include it on an invoice. |
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Credit note |
When you give your customer a credit. |
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Refund receipt |
When you are refunding a customer's money. From this form, you can print a refund cheque. |
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Statement |
When you want to remind your customer about invoices not yet paid, or to list all activity since a certain date. |