A Credit Sale is a specific type of Sale. If you want to work with Credit Sales you will have to learn how to initiate one.
After reading this article you will be able to initiate a Credit Sale in iXpole
Let's get you started
If you can not create a Credit Sale, contact support@ixpole.com so that they can activate this module for you
- Create a Credit Sale related to a master Sale
- Create an independent Credit Sale
1. Create a Credit Sale as a sub-sale
If you want to make sure the Credit Sale is registered as a sub-sale of another Sale (e.g. because you want to reimburse a customer for part of the amount of a specific Sale), you should open the Sale you want to link your Credit Sale to.
In the sales input screen of the master Sale, click on
Extras and then on Add Credit Sale
2. Create a standalone Credit Sale
Click on
Sales in the left vertical menu. Next click on Credit