Panacea

Creating and Managing Sales

Estimates

Prepayments

How to manage stock returns and customer refunds & credits

Returning Stock/Customer Refunds & Credits

On Account Payments

Payments and Completing a Sale

Sales - Draft, Open, Finalised and Completed

Removing and voiding payments

Refunding prepayments

Managing Prepayments when integrated with Xero

Damian Funnell

Managing Sales and Estimates

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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