Getting started series

Making your first sale

Go from an empty company to a paid customer invoice: set up categories, VAT, a product, a supplier and stock, then invoice the customer, approve the invoice and record the payment. Watch in order, because each video uses what the one before it created. 8 videos, 15 minutes.

Start with part 1 Book a free demo

1:28 Part 1 of 8
Create your product categories
Every product belongs to a category, and the category decides which accounts its stock and its cost of sales are posted to, so create one first.
1:22 Part 2 of 8
Set up VAT for your sales
Products take their VAT from a tax type, and a new company has none yet, so add your VAT before creating products.
1:58 Part 3 of 8
Add your first product
An invoice line is always a product, so the thing you sell must exist before you can invoice it.
1:59 Part 4 of 8
Add the supplier you buy from
Stock you receive must say which supplier it came from, and a new company has no suppliers yet.
2:09 Part 5 of 8
Receive your first stock
You can only sell a stocked product you actually have, so receive stock before you invoice.
1:37 Part 6 of 8
Set up your payment terms
Payment terms set each invoice's due date, and a new company has none, so add the ones you offer your customers.
2:14 Part 7 of 8
Invoice your customer and get it approved
With a product in stock and payment terms ready, you can now bill a customer and make the invoice official through approval.
2:00 Part 8 of 8
Record the customer's payment
The sale is only finished when the money is in, and recording it marks the invoice as paid.

Want us to set it up with you?

Our team configures FlairSuite with your data and trains your users when you go live. Book a free demo to start.

Book a demo WhatsApp us

See FlairSuite with your own dataFree demo · local team in Bahrain Book a free demo