Customer Transaction

Under the Customer Transactions section, we can view customer transactions such as order, delivery, invoice, return, collection, and receipt transactions.

The following transaction types are available in the Customer Transaction section:

1. Quotation – Create a Quotation to provide the customer with proposed prices, items, services, and terms before confirming the sale.
2. Sale Order – Create a Sale Order to record a customer's order before goods or services are delivered.
3. Sale Delivery – Create a Sale Delivery to record goods delivered to a customer and update stock quantities before issuing an invoice.
4. Invoice – Create a Sale Invoice to bill the customer, recognize revenue, and record the amount receivable.
5. Sale Return – Create a Sale Return to record goods returned by a customer and adjust stock quantities and accounts receivable.
6. Collection – Create a Collection to record payments received from customers and settle outstanding invoices.
7. Sale Receipt – Create a Sale Receipt to record a sale and payment at the same time without creating a separate Sale Invoice and Collection.

Go to Customer Transaction in Localizebook, Click on Customer > Customer Transaction.

1. Customer Transaction: You can filter to view your transaction by function with date selection here.
2. Filter Checkbox: If tick you can filter find your transaction by customer name with reference number.
3. Add button: You can make your transactions by any functions here.
4. button: You can print (print all transactions as transaction list report), edit, delete, and export your transaction as excel.
5. button: Custom with what you want to show on the customer transactions page.
6. button: For printing your transaction with a customer template.