Sales and finance module overview

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From Sales and Finance, open Sales, then Deals and pipeline. The sales workspace brings opportunities, forecasts, reporting, relationships and reusable sales actions together. The empty pipeline here belongs to the training workspace.

Choose Forecast and targets to review the forecasting workspace, then Reports for the available sales analysis. Use these views with your recorded opportunity data and agreed reporting periods.

Choose Relationships to explore the customer and contact context around opportunities. Sales actions contains reusable routines. Review the proposed changes and reminders before applying a routine to actual deals.

Import and export handles opportunity data transfer. Products and pricing supports product selection and quotations, while Sales setup contains pipeline configuration. These are separate workspaces, so open the relevant tab for the job you need.

From the Sales menu, choose Proposals. Use this area to prepare and manage proposals before moving an agreed opportunity into the next commercial stage. Open the dedicated proposal guide for the full creation and review workflow.

Choose Estimates to work with customer estimates. Keep the customer, line items, currency and acceptance terms consistent with the work being offered. This overview locates the workspace; the dedicated guide covers its saved document workflow.

Choose Invoices to review paid, outstanding, overdue and draft invoice queues. Create New Invoice starts a new invoice, while recurring invoices and batch payments have their own controls. The training workspace has no real customer billing.

Payments provides the recorded payment list. Credit Notes handles credit documents separately from invoice creation. Use the dedicated finance guides to follow the correct record, review and allocation steps for your organisation.

Choose Items for reusable products and services used in sales documents. Consistent item descriptions, rates and tax choices help the team prepare documents with less repeated entry. Review each document before it is issued.

Sales and Finance also contains Subscriptions, Expenses and Contracts. Each has its own record list and workflow. Subscriptions can require a connected payment provider; completing a real subscription or agreement requires the appropriate private setup and review.

Open Accounting, then Dashboard for the accounting view. Banking, transactions, registers, bills, journal entries, transfers and reconciliation are available from the same menu. Choose the area that matches the accounting work you need to review.

The Chart of Accounts provides the accounting structure. Budget contains budget planning, and Reports contains the available accounting reports. A live organisation should configure these with its own accounting policies before recording real transactions.