Visual Dolphin Accounting Software Tutorial Jun 2026

Switch to the to set credit limits, payment terms (e.g., Net 30), and link the profile to a specific AR control account in the GL. Step 2: Issuing a Sales Invoice / Debit Note

Tracks stock levels, costing, and warehousing (integrated directly with AP and AR).

Before diving into financial transactions, it is crucial to understand the layout of the Visual Dolphin dashboard. The software relies on a modular, permission-based interface. The Main Dashboard

Ensure your system records match your real-world bank statements. Go to . visual dolphin accounting software tutorial

Automate commission calculations based on quantity sold or net sales. Rates can be defined by item family or brand. 4. General Ledger and Financial Reporting

Tools → User Management

Manually apply the payment amount to the specific invoice(s) or click to clear the oldest debts first. Save and Post . 4. Accounts Payable (AP) Workflow Switch to the to set credit limits, payment terms (e

Now that you have stock, it is time to make money.

Unposted journal vouchers or invoices distort financial reality. Implement a weekly review policy where managers audit and post all open drafts.

To pay multiple suppliers at once, use the "Payment Preparation" tool. You enter a total amount, and the system helps you distribute it across different invoices. Issuing Checks: The software relies on a modular, permission-based interface

Controls vendor profiles, purchase invoices, payment terms, and cash disbursements.

Visual Dolphin uses a centralized address book where third-party accounts are created as "contacts" .

The system will display all outstanding, approved invoices for that vendor. Check the box next to the invoices you want to settle. Select the payment method (e.g., Check, Bank Transfer).