Video tutorials
Sales, invoicing and collections video tutorials
22 narrated FlairSuite ERP video tutorials (43 minutes in all). Quotes, sales orders, tax invoices, credit notes, refunds, customer payments, contracts and collecting overdue balances.
Length 1:30See what a customer owes
Find a customer who owes you money, and read their balance, unpaid invoices and how late they are.
Length 2:48Take an unpaid customer to court
Record a court case for a customer who won't pay, attach the unpaid invoices it covers and log its first update.
Length 2:02Write a collection reminder email
Write the email a collection reminder sends, with the customer's name and balance filled in, and preview it.
Length 1:57Decide who a late collection task goes to
See who is in the collectors pool, then create an escalation policy that gives a collector a deadline for each task, and hands it to a manager when…
Length 2:00Agree an installment plan with a customer
Let a customer who can't pay everything at once settle their unpaid invoices in instalments, and check every payment's date and amount before…
Length 2:04Set up a collection process
Create a collection process with a friendly and a firmer email reminder, and switch it on.
Length 1:59Start reminders automatically with a trigger rule
Create a rule that starts a collection process by itself for every customer who matches, and check how many match before switching it on.
Length 1:36Start payment reminders for a customer
Choose a collection process for a customer who owes you money, and check its email schedule before starting the reminders.
Length 2:35Create follow-up tasks for your collectors automatically
Create a task trigger that gives a collector a call-the-customer task for every customer who is a month or more overdue, and see where those tasks…
Length 1:58Pause invoicing on a contract
Add an invoicing exclusion to a contract for a rent-free period, get it approved, and find it in the Invoicing Exclusions list.
Length 2:15Set up a recurring contract
Create a contract that bills a customer every month, get it approved, and find it in the Contracts list.
Length 1:57Create a credit note for a customer invoice
Pick a customer and one of their approved invoices, create a credit note from it, save it and find it in the Credit Notes list.
Length 1:46Deliver an order with a delivery note
Create a delivery note from a customer's order, approve it to take the goods out of stock, and print it for the driver.
Length 2:14Invoice your customer and get it approved
Create an invoice for a new customer, add a product in stock, and approve it so it becomes an official unpaid invoice.
Length 1:37Set up your payment terms
Add the payment terms you offer your customers, so each invoice gets the right due date.
Length 1:42Set up your sales order form
Choose which fields a sales order shows, add your own extra field, and see the change on a new order.
Length 1:51Take a customer's order
Open the Orders list, create a sales order for a customer with one product, save it and find it in the list.
Length 1:29Hand in the payments you collected
Submit the receipts you have taken, check the totals by payment method, and confirm the money was received.
Length 2:00Record the customer's payment
Receive the money for an approved invoice, see the receipt settle it, the invoice turn Paid, and find the receipt again in the Payments List.
Length 1:43Create a quotation for a customer
Open the Quotes list, start a new quotation, choose a customer and a product, save it and find it in the list.
Length 1:45Refund money to a customer
Pay a customer back the credit they hold with you, and find the refund in the list.
Length 2:00Rent out equipment and get it back
Dispatch rented items to a customer, receive them back, and check bookings on the Rental Calendar.
Getting started
Series that include these videos
Watched in order, each series takes a new company from nothing set up to the finished task.
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