WORKING WITH CUSTOMERS AND SALES
Sales & Income
From a first quotation to a customer payment, choose the workflow that matches what happened.
These guides follow the groups on PiggyZen’s Sales & Income screen. Purchases and business expenses belong under Expenses & Inventory.
Customers
Customer details, account numbers and choosing the right currency.
Quotations & Invoices
Drafts, publishing, converting quotations and receiving payments.
Other Income
When to use Record Income and when to use Receive Payment.
Refunds
The difference between a customer credit and a bank payout.
Import Sales
Bring sales income from another system into PiggyZen using CSV.
Start with the right transaction
- You need to bill a customer: create and publish an invoice.
- You received money for a sale already invoiced: record a payment, rather than recording the income again.
- You received sales income without a PiggyZen invoice: use Record Income.
- You are allowing a refund: credit the customer account, then record a separate payout if money is returned.