SafeChoice Fund Accounting Software

Sales & Invoicing

  • Tracks, Creates & Prints Quotations Creates and Prints Sales Orders
  • Option to Create a Sales Order from a Quotation with a click of a butto
  • Prints Sales Orders on Plain Paper or Pre-printed Forms Automatically
  • Checks Stock and Adjusts Inventory Handles Multiple Shipments and Back Orders
  • Reports for Out of Stock and Low Quantity Alert
  • Print Bill of Lading, Stock Picking Ticket, or Mailing Labels from Sales Orders
  • Automatically creates Back Orders
  • Option to Print up to Four Different Messages on the Bill of Lading
  • Locate Sales Orders and Back Orders using Multiple Find Options
  • Creates and Prints Invoices
  • Converts Sales Orders to Invoices with One Button
  • Three Invoice Formats: Detail, Service or Professional
  • Prints Professional Invoice Format on Letterhead
  • Use Pre-printed Forms or Plain Paper to Print Invoices and Sales Orders
  • Customized Invoice & Sales Order Numbering Schemes Allows for up to 4 Decimal Places on Cost & Price Fields
  • Customer Selection by Company, Name, Customer #, Telephone Number
  • Duplicate Feature for Invoices
  • Locate Invoices Using the Multiple Find Features
  • Easy Invoice Entry Screen Mimics Form Invoice Entry Screen
  • Shows Payment Information & Balance Due
  • Recurring Invoice Feature
  • Unlimited Invoice Comments Tracks Sales by Salesman
  • Calculates Commissions by Gross Sale or Net Sale Amounts
  • Tracks Source of Orders for Marketing Purposes
  • Tracks Invoice Write-Offs and Adjustments
  • Review Item Inventory Information From Sales Orders or Invoice
  • Drill Down Feature to Review Customer Information
  • Tracks Customer Sales
  • History Handles 2 Sales Tax Rates Per Invoic
  • Unlimited Sales Tax Rates
  • Sales Tax Reporting with Multiple Sales Tax Locations
  • Batch Post or Individually Post Invoices
  • Supports Multiple Customer Ship To Addresses