Based on what you already know of Dan, which of the following Sales and Accounts Receivable items would you mark with Yes in the Needs Assessment tab of the checklist?

• Estimates
• Custom invoices (accounts receivable tracking)
• Sales receipts
• Multicurrency
• Sales tax
• Price levels
• Progress Invoicing
• Statements

Check answer

Thats not quite right.

Dan isnt selling a physical product and his services are based on time and he bills in full to each of his customers.