Sales

An overview of your invoicing activity and performance — what has been billed, what has been collected, and what is still outstanding.

Priced offers you have sent to customers, binding on neither side until accepted. Track which are open, accepted, rejected or expired, and convert the ones you win into a sales order, delivery order, proforma invoice or invoice.

Indicative prices given before a job is fully specified. An estimate owes nothing and moves no stock, and converts onward to a sales order, delivery order, proforma invoice or invoice once the customer agrees.

Orders your customers have accepted but which you have not yet delivered or billed. A sales order commits you to supply without creating a receivable or moving stock, and becomes a delivery order, proforma invoice or invoice when the time comes.

Purchase orders sent to you directly by customers who also use Laabam. Nothing here is in your books until you review it and turn it into a draft sales order.

The document that travels with the goods. A delivery order says what is being dispatched and to whom; it is not a tax document, raises no receivable and does not move stock.

A request for payment that is not yet a tax invoice. It looks like a bill and can be handed over to release funds or clear an import, but it raises no receivable and carries no tax liability until you convert it to an invoice.

The tax document. Raising a sales invoice creates a receivable against the customer, records the tax and moves stock. This is the working list for billing and for chasing what is owed.

Invoices set to repeat on a schedule — rent, subscriptions, annual maintenance. Shows each schedule with its frequency, start date, next due date and how many invoices it has produced.

Every payment received from a customer, with the receipt number, the invoice it was applied to, the customer, the date and the amount. Totals show what has been collected altogether, this month and today.

Settle several invoices with a single receipt, so one payment from a customer is recorded once and shared across the bills it covers.

Money a customer has paid before there is an invoice to put it against — advances, booking amounts, retainers. Each deposit shows its amount and how much of it is still unapplied.

Track work or costs incurred for a customer that you have not billed yet, then pull them into an invoice when it is time to charge.

Track credits owed to a customer that have not been applied yet, then convert them into a credit note when you settle up.

Handle sales returns and credit adjustments — the document that reduces what a customer owes after a return, an overcharge or an agreed allowance.

Money paid back to a customer. Each refund records the customer, date and amount, with a status of draft, completed or voided so a prepared refund can be told from one that has actually left your account.

Invoice a long job in stages against its estimate, billing each milestone as it completes instead of waiting for the whole job.

The company-wide rule for charging customers who pay late: whether fees apply, whether they are a percentage of the balance or a fixed amount, how often they recur, the grace period, and the ceilings on the total charge.

A period summary of what you sold, broken down by status, customer, item and tax rate, for a document type and date range you choose. Exports to Excel, CSV or PDF.

Which items actually sell. Totals quantity, discount, tax and sales value per item over a period, with average unit price and the number of bills each appeared on, rolled up by category.

Each customer over a period: how many invoices, what they totalled, how much has been paid, how much is outstanding, and the average invoice value.

What each bill sold for, what its goods cost, and the profit left over — margin at the level of the individual invoice.

Sales performance split by branch or warehouse: invoices raised at each, what they totalled, how much has been collected and how much is still outstanding.

The receivables ageing report: every unpaid and part-paid sales invoice grouped into ageing buckets, so you can see not only how much is owed but how long it has been owed.

An overview of counter trading over a date range, with recent transactions listed by terminal, customer, amount, status and time.

Sales performance per point-of-sale counter, so takings can be read and compared counter by counter.

Manage your point-of-sale terminals — the counters that take sales in a shop, restaurant or branch.

Past point-of-sale sessions and how each performed — the record of who was on a counter, for how long, and what was taken.

The live view of the dining room: which tables are occupied and what stage each order has reached, from new through preparing, ready and served to billed.

Where the dining room is defined rather than operated: each table with its name, floor, seating capacity, shape and position, and whether it is currently in use.

Configure how the point of sale behaves for your business, before counters start trading on it.

The standing plan for field sales: each route, the day of the week it is worked, the salesperson it belongs to and the customers on it.

The log of calls your reps have made: which customer, on which route, when they checked in and out, whether they were at the shop, and what came of the visit.

Vans treated as warehouses. Each shows the salesperson it is assigned to, how many items it carries and what that stock is worth.

Daily and monthly targets for field salespeople, set against a value and separately against counts of orders, visits and new shops opened, with achieved figures and progress alongside.

Where your field reps are right now and what they have covered today, with each rep's phone status, when they were last seen, and their visits so far.

One day, every rep, on a single page: beat worked, visits, orders, value booked, money collected, new outlets, first and last activity, and the target it is measured against.

The rep's own mobile screen. It opens on today's beat and their target progress, and gives them their customers, their orders, their van stock and a way to record money collected.

Your own fleet and the lorries you hire in, each with a running account: trips run, freight billed, amounts paid, and the balance still owing.

Each individual lorry run: date, vehicle, route from and to, tonnage, rate and the freight it came to, with a note for incidentals such as a diesel advance or loading charges.

The delivery rounds your business runs: each round, the day it is worked, the person who runs it and the customers it serves.

The regular quantities each customer on a round takes, product by product. These are the figures the daily delivery log starts from, and a customer going away is put on hold rather than deleted.

What was actually delivered on a round on a given day, customer by customer and product by product. It starts from the standing orders, so you change only what differed.

Turns a period of deliveries into bills. Choose a date range, see what each customer received and what they would be invoiced, then generate the invoices as drafts.

A period of deliveries totalled by customer — days served, quantity, value and how much is still unbilled — and again by product. Can be narrowed to one round.

How many cylinders each customer is still holding, broken down by cylinder type, with the date of their last movement. These are your assets sitting on other people's premises.

Where a cylinder movement is entered: full cylinders out to a customer, empty cylinders back, on a date, for a cylinder type. Adjustments can be recorded here too.

Each van's day as a single reconciled round: what it loaded, what it delivered, how many full cylinders came back and how many empties it collected.

The full movement log: every issue, return and adjustment, with date, customer, cylinder type, quantity and notes. Filterable to one customer, type or kind of movement.

The refundable money you hold against cylinders. Each entry records a deposit collected, refunded or forfeited, with the amount, date, how it was paid, and the journal entry it posted.

The setting that decides which products are treated as returnable cylinders. Tick every item that goes out full and comes back empty.

Your company's registration for PEPPOL e-invoicing: country, identifier scheme and PEPPOL ID, registered name, tax and registration numbers, address, and the access point provider that carries your documents.

Every document sent or received over the PEPPOL network, with its status — pending, sent, delivered, failed or rejected — and its direction. Failed transmissions can be retried and the XML downloaded.