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How to Record Your Sales in Apple Numbers?

Operating a business requires profit for it to keep running. Creating revenues through sales is the ultimate catalyst to develop your business. Without it, your company would struggle and would end up being bankrupt. To keep a stable operation in your company, you need to keep your cash flowing inside and outside the company. 

Listen and observe your environment, check for threats and opportunities that may come to your business. Always keep a good amount of your sales record by keeping track of your sales invoices and receipts. To guide you, here are a few tips to record your sales in Apple Numbers.

1. Identify Your Customers

To create a clear record of your sales transaction, it is vital to know whom you are transacting with. May it be a sales invoice, sales quotation or a sales receipt, you need to create a good header for your sales document. Allocate a blank area for your customer's information and other contact details. At the same time, provide your company details and logo as well.

2. Construct a Layout

The layout of your sales document is important for your audience to easily read what you are trying to convey to them. The type of sales document may vary depending on how it is used. To construct your layout, indicate the title of your sales document with their tracking number, and set a good area to outline your items, unit prices, and quantities. Describe each of them and specify their amount. If it needs other additional information for your extra fees, discounts, and taxes, include it as well.

3. Specify Your Time Period

Create an analysis of how long it may take you to start and end a project or a report. It would be best if you indicate the way you breakdown your costing. Do you do it on a daily, weekly, monthly, quarterly or on a yearly basis? For official sales receipts and sales invoice, state the date when you made your transaction. For quotations, indicate the specific date or period when a project begins and ends to give your clients a clearer overview of the amount you are billing them.

4. Gather Your Data

What is your process of gathering your data? If you are handling quotations and estimates, check your inventory and the category of your products. How many people are needed to finish a project? Check the people available to do the job and check your labor cost. For invoices and receipts, indicate the items ordered and purchased. Never forget to indicate your payment terms and conditions. 

5. Total and Review Everything

Create a summary of your data and total everything. Don't forget to include your additional charges or discounts from your calculations. Be professional and review your document afterward. Check for any errors and adjust it before you give it to your clients. Once they receive it, let them review it one last time and then have it signed by them.

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