xTuple for Service Businesses Demo Guide
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Chapter 1. Service Business Process Flow
Chapter 1. Service Business Process Flow
1. Getting Started
1.1. Setup
2. Quoting
2.1. Entering a Quote
2.2. Quote Line Items
2.3. Emailing Quotes
2.4. Converting Quotes to Invoices
3. Invoicing
3.1. Printing & Emailing Invoices
3.2. Posting Invoices
4. Collecting Cash
4.1. Bank Accounts
4.2. Entering Cash Receipts
4.3. Posting Cash Receipts
5. Credits and Refunds
5.1. Applying Credits
5.2. Issuing Refunds
6. Making Purchases
6.1. Entering Purchase Orders
6.2. Emailing Purchase Orders
6.3. Receiving Purchased Goods
7. Paying Vendors
7.1. Vouchering PO Receipts
7.2. Selecting for Payment
7.3. Processing Checks
7.4. Miscellaneous Vouchers
8. Financial Reporting
8.1. Viewing G/L Transactions
8.2. Income Statement
9. Conclusion
