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Review Sales settings
Review or change the central accounts for receivables, deferred VAT, customer refunds and payment differences.
When an administration is created, Boekhouden assigns customary accounts for customer receivables, deferred VAT, customer refunds and payment differences. You select the revenue account for each sales line and the receipt account for each actual payment.
Step by step
- 1Open Settings and choose Sales.
- 2Review the assigned accounts for receivables, deferred VAT, customer refunds and payment-difference gains or losses.
- 3Keep a valid standard mapping or choose another suitable account when your setup differs.
- 4Save a change and then review the posting preview of a new sale.
What is on the screen?
- Receivables
- Deferred VAT
- Customer refunds and payment differences
What happens next?
New sales use the settings applicable at that time. For each sale, you select the revenue account per line; for each payment, you select the account on which the receipt or refund actually occurred. A later change does not alter earlier documents or journal entries.
Continue reading
Sales, receivables and receipts
Understand how a sale, open receivable, receipt, credit note and refund relate to each other.
Read guidance →Post a sales document
Choose deliberately between an existing invoice, direct sale and credit note and review the result before posting.
Read guidance →Chart of accounts and ledger accounts
Manage account codes, names, categories, normal balance and optional RGS references.
Read guidance →