Settlement Discounts

* It is quite common to offer a settlement discount to customers who pay within a certain timescale.  The main reason for offering such a discount is to aid cash flow.  However, do not miss the sales/marketing advantage that this also offers:  Make sure that all your customers are aware that you are offering a [read more]

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Simple Sales Ledger in Excel III

*To finish off this simple spreadsheet, it might be helpful to make it look slightly more presentable.Select Row 1 (by clicking on the 1) and then bring up the Format Cells dialog box (either by Menu|Format, keyboard shortcut or right mouse button menu) and then you can make the text bold (Font tab), colour in [read more]

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Simple Sales Ledger in Excel II

*To format the numbers (in columns D,E, & F) so that they all have 2 decimal places, select these columns (by clicking at the top (where the column letter is) and then chosing Format|Cells and then (on the number tab) click number and make sure that there is a 2 in decimal places. I also [read more]

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Simple Sales Ledger in Excel I

*First begin by heading up the columns, in cell A1: date of invoice invoice number (the number that you assign, since these are your sales invoices) customer  net amount (if registered for VAT, if not registered for VAT, then head this column “gross amount”) VAT (omit this if not registered for VAT) gross amount credit [read more]

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