Procountor Sales is well-suited to companies that have a need for electronic sales invoicing. Procountor Sales makes it easy to send electronic invoices and handle accounts receivables as a cloud service.
Functions in the software menu
The left side of the view contains the software menu for navigating to the different functions. The software menu shows the functions that the user has access righst to. If there is a small arrow in front of the option, a sub-menu opens when you click on the text. When you click on the text again, the sub-menu closes.
The upper side of the software menu contains a button panel. The Home button takes you back to the Homepage, the Question mark button opens the instruction manual. The Envelope button opens the Contact information view, where you can send emails to Procountor customer service. The Green plus button lets you open the software in a new window and the Arrow button hides the software menu.
The functions in the software menu are explained in detail below with links to respective pages in the instruction manual.
Buttons on the homepage
The Change company button allows the user to switch to another company within the limits of his/her user rights. The button opens the drop-down menu where you can select the desired Procountor environment and click the button Continue. The company in use is shown at the top of the home page and in the lower left corner of the Procountor window during the session.
The Information button takes you to the Noticeboard that contains notifications (e.g. descriptions of version updates) and general instruction files.
Widgets on the homepage
The Announcements widget shows company specific announcements saved by the user and topical Procountor news to all users. Announcements of special importance are highlighted in red. You can enter company specific announcements using the pen button.
In the Personal note widget, the user can enter personal notes, which are user- and company-specific. You can enter the text directly in the Personal note field and save it by clicking the floppy disk button.
The Cash and ledger tracking widget shows the bank account balances, and the due and overdue sales. The figures shown in the Widget contain the same information as that in the open sales, i.e. open invoices excluding orders and unfinished invoices.
The Open sales invoices widget shows sales invoices that have not yet been paid.
The Newest sales invoices widget shows the newest created sales invoices.
The Create new sales invoice widget is a convenient way to create a new sales invoice. The function is important for those who create an extensive amount of invoices. When you have selected or entered the basic invoice information, you can select Create new invoice, which takes you to the Sales invoice view.
New sales invoice
By the software menu option New sales invoice you can create a sales invoice or sales order (in Gold and Platinum packages only).
More information on creating a new sales invoice can be found here.
In item invoicing you can register work and other invoice items in the customer information and create a sales invoice based on that.
In Contractual invoicing you can enter contracts in the system and create sales invoice based on that.
Sales invoice search
In the Sales invoice search you can use versatile search criteria when searching sales invoices and orders.
Search for open sales
In Search for open sales, you can select open sales invoices, i.e. those in statuses Not sent, Sent, Approved, or Partly paid.
Bank statements and reference payments
In Bank statements and reference payments, you can view and process bank statements and reference payments received from the bank.
In the Customer register, you can add/remove customers and edit the customer information.
Sales product register
The Sales product register allows you to process product register information.
The Sales reports view contains the following reports:
CRM action report (in Gold and Platinum packages only)
CRM report (in Gold and Platinum packages only)
Read more about Register reports.
The Payments reports contain the following reports on payment transactions:
- Payment reports
- Reference payment reports for arriving payments
- Bank statement report
- Collection reports
Graphic or Voyant reports are explained at general level here.
In the Management section, you can define the company information and settings for external connections, manage the users in the environment and your personal info, among other things. The Management menu section contains the following sub-menus:
In the Help menu section, you can select the menu item Manual, which opens the software user manual in a new browser window. The menu item About the program opens a view showing e.g. information on systems in use, and the menu item Contact opens a view where you can send emails to Procountor customer service.
The Logout option logs you out of the system.