Glossary
The words easySales uses, in alphabetical order. Each links to the page that explains it.
| Term | Meaning |
|---|---|
| Account | A customer — a company (Business) or a person (Personal). See Accounts. |
| Account Owner | The colleague responsible for an account. See Change the owner. |
| Balance due | What a customer still owes on an invoice. See Outstanding balance. |
| Contact | A person at an account. See Contacts. |
| Credit note | A numbered document that reduces one issued invoice. See Credit notes. |
| Customer code | The number easySales gives each customer, starting C-. |
| Draft | An invoice or credit note not yet issued. See Issuing and numbering. |
| Invoice | A request for payment for a confirmed sale. See Invoices. |
| Issue | Give a draft its number and lock its details. See Issue an invoice. |
| Lead | A possible customer you have not yet qualified. See Leads. |
| Licence | Your company’s easySales subscription: its workspace, plan and users. See Licence. |
| Opportunity | A deal you are working on, which can hold several quotations. See Opportunities. |
| Outstanding | The part of an invoice not yet paid or credited. |
| Proforma number | The PF- number a draft invoice carries before it is issued. |
| Quotation | An offer to a customer before anything is owed. See Quotations. |
| Receipt | A record of money received, which can pay several invoices. See Payments. |
| Refund | Money paid back to a customer from unapplied money or remaining credit. |
| Role | The set of permissions a user has. See Permissions. |
| Sharing rule | A rule that shares one group’s records with another. See Sharing and teams. |
| Team | A group of users who share records. See Sharing and teams. |
| Unapplied | Money on a receipt not yet applied to any invoice. |
| Void | Cancel an issued invoice; a full credit note is raised for it. See Void an invoice. |