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Sales (Receipts) help

← Sales
Includes: Adding, turning an consignment into an receipt, editing, printing and email receipts.

Transaction Detail explaination:
  • GST $ = Total GST on purchased works or non-catalogued items
  • Sale $ = Amount expected to be received for sale of item
  • C.Rate = Commission rate the Art Centre charges on catalogued works, 0.4 equals 40%
  • C.$ = Commission amount the Art Centre charges on catalogued works
  • C.GST = GST amount included in the C.$

Add Sales Receipt : including different categories and status of items. Change and manage commission rates

  1. Go to: [Sales] > select [Add Sales]
    • Receipt is used when full payment is received and the artwork is taken by the customer
  2. Select a customer (enter a minimum of 3 letters, then select from the list)
  3. Select [Receipt]
  4. Select sale type, if required
  5. Change the default Commission if required (this can be changed on a item by item basis)
  6. Choose the correct Payment method
  7. Click [+] at the bottom left of the grid
  8. Type in catalogue number (min of three characters to search)
  9. Enter sale price (and any discount, if applicable)
  10. For stock items (anything owned by the art centre), select from the categories available, and any other details
  11. Click [Save]
  12. Click [Print] if needed.

Turning a Consignment into a Receipt

  1. Go to: [Sales] > select [Add Sales]
  2. Click: [Select Consigned]
  3. Enter either the Ref number or some of the customer name, then press {enter}
  4. Click the correct Consignment from the list
  5. Select [Receipt]
  6. Modify any of the sale details
    • If you need to delete an item, click [-] at the end of the line
  7. Click [Save]

Edit Receipt

  1. Go to: [Search] > select [Search & Pay Sales]
  2. Select a customer, or search(min. of 3 letters press enter and then select) in the ‘Sales’ grid
  3. Filter selecting [All/Receipt/Invoice/Lay-by] and/or clicking [Show Owing / Show All]
  4. Click the Customer/Sale
  5. Click [Edit]
  6. Modify any of the sale details
    • If you need to delete an item, click [-] at the end of the line
  7. Once editing is completed, click [Save]

Print and email Receipts, including a batch of certificates

  1. This can be done after any save action, otherwise
  2. Go to: [Search] > select [Search & Pay Sales]
  3. Select a customer, or search(min. of 3 letters press enter and then select) in the ‘Sales’ grid
  4. Filter selecting [All/Receipt/Invoice/Lay-by] and/or clicking [Show Owing / Show All]
  5. Click the customer/sale
  6. Click the desired report
  7. Once loaded, [Print] or [Save] as required

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