Enter customer transactions

You can use the following options to enter transactions in the Sales Ledger. These are posted directly to your customer accounts.

• Sales invoices.
• Sales credit notes.
• Customer receipt.
• Customer payment.

You can also add payments and receipts using the Cash Book.

If you enter invoices and credit notes using Sales Order Processing, these are automatically posted to the Sales Ledger.

Note: You can import customer transactions, if you want to enter a lot transactions. See Import customer transactions.

Outcomes

When you enter a transaction onto the Sales Ledger, this will:

• Update the customer account.
• Update the VAT register.

• Update the relevant account on the Nominal Ledger.

  If a transaction is dated in a future period then it is placed in the Deferred posting file, until the period is opened.

  If a transaction is in foreign currency, you can revalue the sales account to update the exchange rate. For more information, see Foreign currency transactions.

• Update the Cash Book bank account, if applicable.