Sales accounting help index
All Britixo help articles related to sales accounting.
Britixo CRM workspace overview
Britixo CRM workspace overviewUnderstand how customers, sales, projects, support and reporting connect in one workspace.Getting started
Open guide →GuideCreate and manage reminders
Create and manage remindersCreate time-based reminders linked to customers, sales records and other supported items.Dashboard and navigation
Open guide →GuideUse bulk PDF export
Use bulk PDF exportCreate downloadable PDF packages for supported sales records in a controlled batch.Dashboard and navigation
Open guide →GuideCreate a customer
Create a customerCreate a company or individual customer record with billing, shipping and account details.Customers and contacts
Open guide →GuideManage customer billing and shipping addresses
Manage customer billing and shipping addressesMaintain reusable billing and shipping details for accurate documents and tax handling.Customers and contacts
Open guide →GuideCreate a lead manually
Create a lead manuallyCapture prospect details, source, status, value, tags and assigned staff.Leads and sales pipeline
Open guide →GuideUse the leads list view
Use the leads list viewFilter, sort, search and perform controlled bulk actions across lead records.Leads and sales pipeline
Open guide →GuideUse the leads Kanban pipeline
Use the leads Kanban pipelineMove leads between statuses visually and focus on active opportunities.Leads and sales pipeline
Open guide →GuideConfigure lead statuses
Configure lead statusesCreate and order pipeline stages that match the organisation’s qualification process.Leads and sales pipeline
Open guide →GuideConfigure lead sources
Configure lead sourcesTrack where prospects originate for attribution and performance reporting.Leads and sales pipeline
Open guide →GuideAssign and reassign leads
Assign and reassign leadsTransfer ownership while preserving notes, activity and communication history.Leads and sales pipeline
Open guide →GuideAdd lead notes, activities and attachments
Add lead notes, activities and attachmentsBuild a complete internal timeline of calls, decisions, files and follow-up actions.Leads and sales pipeline
Open guide →GuideMark leads as lost or junk
Mark leads as lost or junkRemove unsuitable leads from the active pipeline without immediately deleting their history.Leads and sales pipeline
Open guide →GuideConvert a lead to a customer
Convert a lead to a customerCreate a customer and contact from a qualified lead while carrying forward relevant information.Leads and sales pipeline
Open guide →GuideCreate a web-to-lead form
Create a web-to-lead formBuild an embeddable form that creates leads automatically from a website.Leads and sales pipeline
Open guide →GuideConfigure lead email integration
Configure lead email integrationCreate leads from incoming email after mailbox, cron and routing settings are correctly configured.Leads and sales pipeline
Open guide →GuideCreate a proposal
Create a proposalPrepare a persuasive sales proposal linked to a lead or customer.Proposals, estimates and requests
Open guide →GuideEdit proposal content and items
Edit proposal content and itemsUpdate subject, recipient, dates, currency, items, terms and rich proposal content.Proposals, estimates and requests
Open guide →GuideSend a proposal by email
Send a proposal by emailSend the client-facing proposal link using the configured email template.Proposals, estimates and requests
Open guide →GuideTrack proposal status and acceptance
Track proposal status and acceptanceReview open, revised, accepted and declined activity and preserve acceptance information.Proposals, estimates and requests
Open guide →GuideConvert a proposal to an estimate or invoice
Convert a proposal to an estimate or invoiceReuse accepted proposal information to create the next sales document without retyping items.Proposals, estimates and requests
Open guide →GuideCreate an estimate
Create an estimateBuild a priced estimate for a customer with items, taxes, discount, dates and terms.Proposals, estimates and requests
Open guide →GuideSend and manage an estimate
Send and manage an estimateEmail, download, copy, update status and review client acceptance or decline activity.Proposals, estimates and requests
Open guide →GuideUse estimate pipeline view
Use estimate pipeline viewReview estimates visually by status and open records directly from the pipeline.Proposals, estimates and requests
Open guide →GuideReceive and manage estimate requests
Receive and manage estimate requestsReview customer or public requests, assign staff, change status and convert qualified requests.Proposals, estimates and requests
Open guide →GuideCreate an estimate request form
Create an estimate request formDesign and publish a request form with the fields needed to qualify work.Proposals, estimates and requests
Open guide →GuideConfigure estimate request statuses
Configure estimate request statusesCreate a clear internal workflow for new, reviewed, qualified and closed requests.Proposals, estimates and requests
Open guide →GuideCreate an invoice
Create an invoiceIssue a customer invoice with accurate dates, currency, items, tax, discount and payment terms.Invoices, payments and credit notes
Open guide →GuideEdit a draft invoice
Edit a draft invoiceCorrect customer details, line items, dates and terms before the invoice is finalised or paid.Invoices, payments and credit notes
Open guide →GuideSend an invoice to a customer
Send an invoice to a customerDeliver the client portal link and PDF using the invoice email template.Invoices, payments and credit notes
Open guide →GuideCreate and edit a recurring invoice
Create and edit a recurring invoiceConfigure an invoice template that generates future invoices on a defined schedule.Invoices, payments and credit notes
Open guide →GuideUnderstand recurring invoice generation
Understand recurring invoice generationLearn how cron, next invoice date and recurrence limits control automated invoice creation.Invoices, payments and credit notes
Open guide →GuideRecord an invoice payment
Record an invoice paymentApply an offline or manually confirmed payment with amount, date, mode and transaction reference.Invoices, payments and credit notes
Open guide →GuideRecord a batch payment
Record a batch paymentAllocate one received amount across multiple outstanding invoices when supported by the selected records.Invoices, payments and credit notes
Open guide →GuideManage payment records and receipts
Manage payment records and receiptsReview, email, download or remove payment records according to permissions and accounting controls.Invoices, payments and credit notes
Open guide →GuideSend overdue invoice notices
Send overdue invoice noticesSend a controlled reminder and understand automated overdue reminder settings.Invoices, payments and credit notes
Open guide →GuidePause and resume overdue reminders
Pause and resume overdue remindersTemporarily stop automatic overdue messages for a specific invoice and resume them later.Invoices, payments and credit notes
Open guide →GuideCreate a credit note
Create a credit noteIssue a credit against a customer account with items, taxes and an explanatory reference.Invoices, payments and credit notes
Open guide →GuideCreate a credit note from an invoice
Create a credit note from an invoiceReuse invoice lines when reversing or adjusting all or part of a billed amount.Invoices, payments and credit notes
Open guide →GuideApply credit to an invoice
Apply credit to an invoiceAllocate available customer credit to one or more outstanding invoices.Invoices, payments and credit notes
Open guide →GuideRecord and manage a credit note refund
Record and manage a credit note refundDocument money returned to the customer and maintain the remaining credit balance.Invoices, payments and credit notes
Open guide →GuideExport invoices and sales PDFs
Export invoices and sales PDFsDownload individual or grouped invoice documents for audit, customer service or archiving.Invoices, payments and credit notes
Open guide →GuideUnderstand subscriptions in Britixo CRM
Understand subscriptions in Britixo CRMLearn how recurring online billing differs from recurring invoices and when each model is appropriate.Subscriptions and recurring revenue
Open guide →GuideCreate products and services
Create products and servicesMaintain reusable descriptions, rates, tax defaults and item groups for sales documents.Expenses, items and finance setup
Open guide →GuideImport and organise invoice items
Import and organise invoice itemsBulk-load items, group them logically and keep standard rates current.Expenses, items and finance setup
Open guide →GuideConfigure taxes
Configure taxesCreate named tax rates that can be selected on items, invoices, estimates and expenses.Expenses, items and finance setup
Open guide →GuideSchedule an estimate email
Schedule an estimate emailPrepare a future estimate delivery while keeping the document available for review.Email and communications
Open guide →GuideUse sales reports
Use sales reportsAnalyse invoices, payments, estimates, proposals, items, taxes and credit notes.Reports, goals and surveys
Open guide →GuideUse expenses and income reports
Use expenses and income reportsCompare operational costs and revenue over selected periods.Reports, goals and surveys
Open guide →GuideUse customer reports
Use customer reportsReview customer acquisition, groups and account-level performance.Reports, goals and surveys
Open guide →GuideUse lead reports
Use lead reportsMeasure lead volume, source, status, conversion and monthly trends.Reports, goals and surveys
Open guide →GuideUse timesheet reports
Use timesheet reportsReview tracked time by staff, project, task and period.Reports, goals and surveys
Open guide →GuideCreate and manage goals
Create and manage goalsSet measurable targets, assign responsibility and review progress toward the selected goal type.Reports, goals and surveys
Open guide →GuideCreate a survey
Create a surveyBuild a questionnaire with ordered questions, descriptions and publication settings.Reports, goals and surveys
Open guide →GuideSend a survey and manage mailing lists
Send a survey and manage mailing listsInvite selected contacts or imported email lists and avoid duplicate sends.Reports, goals and surveys
Open guide →GuideReview survey results
Review survey resultsAnalyse individual answers and aggregate response patterns.Reports, goals and surveys
Open guide →GuideHelp a client view and pay invoices
Help a client view and pay invoicesGuide a customer through invoice details, PDF download and available online payment options.Client portal
Open guide →GuideHelp a client review estimates and proposals
Help a client review estimates and proposalsExplain how customers view, comment, accept or decline supported sales documents.Client portal
Open guide →GuideExport CRM data
Export CRM dataGenerate supported data exports for portability, audit or controlled analysis.Data, privacy and security
Open guide →GuideGenerate and export an e-invoice
Generate and export an e-invoiceValidate the configured template and create the supported electronic invoice output.Enterprise modules and integrations
Open guide →GuideAccounting & Bookkeeping module overview
Accounting & Bookkeeping module overviewUnderstand the complete Britixo Accounting & Bookkeeping workspace, its menu structure and how operational CRM records become double-entry accounting transactions.Accounting & Bookkeeping
Open guide →GuideUse the Accounting dashboard
Use the Accounting dashboardReview conversion status, income and sales summaries and the high-level accounting position from the module dashboard.Accounting & Bookkeeping
Open guide →GuideChoose cash or accrual accounting
Choose cash or accrual accountingUnderstand the accounting-basis setting and how it changes the timing of income and expense recognition.Accounting & Bookkeeping
Open guide →GuideTroubleshoot a hidden Accounting menu or action
Troubleshoot a hidden Accounting menu or actionIdentify whether a missing screen is caused by permissions, inactive integrations, configuration or record state.Accounting & Bookkeeping
Open guide →GuideCreate and edit a Chart of Accounts account
Create and edit a Chart of Accounts accountAdd a ledger account with the correct type, detail classification, number, name and opening information.Accounting & Bookkeeping
Open guide →GuideAccounting mapping setup overview
Accounting mapping setup overviewConnect CRM source records and optional modules to the correct debit and credit accounts before automatic conversion is enabled.Accounting & Bookkeeping
Open guide →GuideConfigure sales invoice account mappings
Configure sales invoice account mappingsDefine how customer invoices post to accounts receivable, income, discounts, taxes and item-specific accounts.Accounting & Bookkeeping
Open guide →GuideConfigure payment mode account mappings
Configure payment mode account mappingsMap each CRM payment mode to the correct cash, bank or clearing account for received and paid transactions.Accounting & Bookkeeping
Open guide →GuideConfigure credit note and refund mappings
Configure credit note and refund mappingsSet the accounts used when customer credit notes are created, applied to invoices or refunded.Accounting & Bookkeeping
Open guide →GuideConfigure expense category account mappings
Configure expense category account mappingsMap CRM expense categories to expense accounts and control the accounting classification of direct and recurring expenses.Accounting & Bookkeeping
Open guide →GuideConfigure tax account mappings
Configure tax account mappingsConnect each CRM tax rate to the correct input-tax or output-tax ledger account used by sales and purchase transactions.Accounting & Bookkeeping
Open guide →GuideConfigure item and item-group mappings
Configure item and item-group mappingsRoute sales and related item activity to specific income, cost or inventory accounts instead of relying only on global defaults.Accounting & Bookkeeping
Open guide →GuideConfigure payroll and payslip mappings
Configure payroll and payslip mappingsMap supported payroll payslip components to wage, liability, tax and cash or payable accounts.Accounting & Bookkeeping
Open guide →GuideConfigure Purchase module mappings
Configure Purchase module mappingsMap purchase orders, supplier invoices, payments, refunds, returns and debit notes when the Purchase module is active.Accounting & Bookkeeping
Open guide →GuideConfigure Warehouse account mappings
Configure Warehouse account mappingsMap stock receipts, deliveries, opening stock and loss adjustments to inventory, cost-of-sales and variance accounts.Accounting & Bookkeeping
Open guide →GuideConfigure Manufacturing and Omni Sales mappings
Configure Manufacturing and Omni Sales mappingsSet the ledger accounts used for manufacturing material and labour costs and for Omni Sales returns and refunds.Accounting & Bookkeeping
Open guide →GuideConfigure fixed-equipment account mappings
Configure fixed-equipment account mappingsMap assets, licences, components, consumables, maintenance and depreciation events from the Fixed Equipment module.Accounting & Bookkeeping
Open guide →GuideAccounting transaction centre overview
Accounting transaction centre overviewReview operational records by source type, see conversion status and open the accounting details created from each record.Accounting & Bookkeeping
Open guide →GuideConvert sales invoices to Accounting
Convert sales invoices to AccountingCreate balanced accounting entries from eligible Britixo CRM customer invoices and review the receivable, income and tax lines.Accounting & Bookkeeping
Open guide →GuideConvert invoice payments to Accounting
Convert invoice payments to AccountingPost received customer payments to the mapped cash, bank or clearing account and reduce accounts receivable.Accounting & Bookkeeping
Open guide →GuideConvert credit notes, applications and refunds
Convert credit notes, applications and refundsAccount for customer credits from initial credit note through invoice application or external refund.Accounting & Bookkeeping
Open guide →GuideConvert expenses and recurring expenses
Convert expenses and recurring expensesCreate accounting entries from manual, imported and automatically generated CRM expenses.Accounting & Bookkeeping
Open guide →GuideReview, correct or delete converted transactions
Review, correct or delete converted transactionsInspect linked accounting details and use the least destructive supported correction when a conversion is wrong.Accounting & Bookkeeping
Open guide →GuideTroubleshoot unconverted or incorrectly mapped transactions
Troubleshoot unconverted or incorrectly mapped transactionsFind why a source record did not convert or posted to unexpected ledger accounts.Accounting & Bookkeeping
Open guide →GuideConvert payslips to Accounting
Convert payslips to AccountingPost eligible Payroll payslip costs, deductions and liabilities when the Payroll integration is active.Accounting & Bookkeeping
Open guide →GuideConvert Purchase orders, invoices, payments and refunds
Convert Purchase orders, invoices, payments and refundsReview every Purchase integration transaction type and post eligible supplier activity using configured mappings.Accounting & Bookkeeping
Open guide →GuideConvert Warehouse and stock transactions
Convert Warehouse and stock transactionsPost approved stock receipts, deliveries, opening stock and loss adjustments when the Warehouse integration is active.Accounting & Bookkeeping
Open guide →GuideConvert manufacturing costs to Accounting
Convert manufacturing costs to AccountingPost material, labour and production-related costs from eligible Manufacturing orders.Accounting & Bookkeeping
Open guide →GuideConvert Omni Sales returns and refunds
Convert Omni Sales returns and refundsAccount separately for goods returned through Omni Sales and the related money refunded to the customer.Accounting & Bookkeeping
Open guide →GuideConvert fixed-equipment events to Accounting
Convert fixed-equipment events to AccountingPost acquisitions, licences, components, consumables, maintenance and depreciation from the Fixed Equipment module.Accounting & Bookkeeping
Open guide →GuideConfigure Accounting currency rates
Configure Accounting currency ratesMaintain exchange rates used by supported multi-currency accounting and reporting workflows.Accounting & Bookkeeping
Open guide →GuideUse Profit & Loss reports
Use Profit & Loss reportsAnalyse income, cost of sales and expenses using standard, detail, comparison, year-to-date, 12-month and percentage views.Accounting & Bookkeeping
Open guide →GuideUse Accounts Receivable ageing reports
Use Accounts Receivable ageing reportsReview unpaid customer balances by age in summary and detailed invoice views.Accounting & Bookkeeping
Open guide →GuideUse Tax Detail, Summary and Liability reports
Use Tax Detail, Summary and Liability reportsReview taxable transactions, totals by tax rate and the resulting tax payable or receivable position.Accounting & Bookkeeping
Open guide →GuideUse Income by Customer and Deposit Detail reports
Use Income by Customer and Deposit Detail reportsAnalyse revenue by customer and trace bank deposits back to the payments or transactions that produced them.Accounting & Bookkeeping
Open guide →GuideReview inventory and cost accounting results
Review inventory and cost accounting resultsUse ledger and financial reports to validate inventory, cost of sales and production or warehouse conversion results.Accounting & Bookkeeping
Open guide →GuideConvert an appointment to an invoice
Convert an appointment to an invoiceCreate a Britixo CRM invoice manually from a supported customer appointment and retain the link on the appointment record.Appointments & Scheduling
Open guide →GuideView the invoice linked to an appointment
View the invoice linked to an appointmentMove between the Britixo appointment and its CRM invoice to compare service delivery with billing and payment status.Appointments & Scheduling
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