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SeroBooks
Knowledgebase · 14 articles

Lists

QuickBooks-style lists: terms, payment methods, types, messages, ship via, vehicles, templates and custom fields.

Lists11

Lists in SeroBooksWhat each list on the Lists menu holds, where it is used, and how every small list window works — New, Edit, Make Inactive, Delete and sub-types.Terms ListThe payment terms you give customers and get from vendors — when an invoice or bill is due, and any discount for paying early.Payment Method ListThe ways money is paid and received — cash, card, cheque and your own methods such as e-Transfer — switched on for this location.Customer Type ListNames for grouping your customers — Retail, Wholesale, Referral — with sub-types such as Wholesale:Distributors.Vendor Type ListNames for grouping your vendors — Suppliers, Contractors, Utilities — with sub-types.Job Type ListNames for grouping your jobs — Commercial, Residential, Renovation — chosen on each job and used to group job reports.Customer Message ListShort messages you print at the bottom of sales receipts — "Thank you for your business." — and the one new receipts start with.Ship Via ListThe ways goods go out — Canada Post, Purolator, UPS, Pickup — and your usual shipping method.Vehicle ListThe vehicles whose business mileage you record with Enter Vehicle Mileage.Other Names ListPeople and companies you deal with who are not customers, vendors or employees — owners, partners, one-off payees — with their contact details.Fixed Asset Item ListThe register of equipment, vehicles, furniture and other assets you own and depreciate, with each one's cost, depreciation and book value.

Forms and fields3

TemplatesChoose how invoices, sales receipts, credit memos, estimates, sales orders, purchase orders and statements look when printed or emailed from Print Forms and Send Forms.Custom FieldsDefine up to ten fields of your own for customers and vendors and four for items, fill them in on each record, and print them on forms.Add/Edit Multiple List EntriesChange many customers, vendors or items at once in a spreadsheet-style grid, add customers and vendors in bulk, or paste them from Excel.