Q1. What is a Sales Activity PDF?

• A contact's sales activity PDF gives a simple and clean overview of the outstanding balances within a selected period.

• It also lists all the transactions that took place within the selected time frame.

Q2. Where can I download the Sales Activity PDF for a contact from?

• You can download a contacts sales activity PDF from the contacts details.

Q3. What is the 'Statement of Balances' in the Sales Activity PDF?

• The Statement of Balances section of the PDF gives a quick and accurate overview of the total outstanding balances for each of the currencies of a contact.

• The Summary of Balances table gives a breakdown of the outstanding balances in pockets of time.

• The outstanding Balances table lists all the outstanding Invoices & unapplied / partially applied Credit Notes and their details like their actual amount and the balance due on them.

Q4. What is the 'Statement of Accounts' in the Sales Activity PDF?

• The Statement of Accounts section of the PDF gives a currency wise activity in the selected time frame.

• Each currency section has an opening balance which is the balance due outside of the selected time frame.

• Apart from the opening balance, each currency section lists all the invoices, payments made against the invoices, credit notes created & refunds that fall within the selected time.

Q5. Will I be able to view all the transactions in their original currencies in the Sales Activity PDF of a contact?

• Yes! Irrespective of the contacts default currency you will see all the transactions in their original currency in the sales activity PDF.