Q1. What is a Sales Activity PDF?
A contact's sales activity PDF gives a simple and clean overview of the outstanding balances within a selected period.
It also lists all the transactions that took place within the selected time frame.
Q2. Where can I download the Sales Activity PDF for a contact from?
You can download a contacts sales activity PDF from the contacts details.
Q3. What is the 'Statement of Balances' in the Sales Activity PDF?
The Statement of Balances section of the PDF gives a quick and accurate overview of the total outstanding balances for each of the currencies of a contact.
The Summary of Balances table gives a breakdown of the outstanding balances in pockets of time.
The outstanding Balances table lists all the outstanding Invoices & unapplied / partially applied Credit Notes and their details like their actual amount and the balance due on them.
Q4. What is the 'Statement of Accounts' in the Sales Activity PDF?
The Statement of Accounts section of the PDF gives a currency wise activity in the selected time frame.
Each currency section has an opening balance which is the balance due outside of the selected time frame.
Apart from the opening balance, each currency section lists all the invoices, payments made against the invoices, credit notes created & refunds that fall within the selected time.
Q5. Will I be able to view all the transactions in their original currencies in the Sales Activity PDF of a contact?
Yes! Irrespective of the contacts default currency you will see all the transactions in their original currency in the sales activity PDF.