Sales and invoicing

Ask her like you'd ask a colleague

Say or type things like:

• "How much did we sell this week?"
• "What did we invoice [Client] last month?"
• "How many invoices went out today?"
• "What are our sales so far this quarter, compared to last?"

Each one comes back with an answer to that question. If she doesn't have it, she says so — see when emily does not know.

The shape of an answer

Ask "how much did we sell this month?" and you'll get something like:

These are placeholder figures to show the shape of the answer — not numbers from any real account.

Narrow however you like

Follow up with a client, a product, or a time period, and she stays inside the same conversation rather than making you start over: "and just for [Product]?", "and last quarter?", "and who are our top 5 clients this month?" See naming a company, a period or a rep for more on narrowing a question.

Works the same on either connection

Sales and invoice figures read the same whether your organisation uses the standard or the direct ERP connection — see connect your ERP for what the two options cover. It's stock and purchasing questions that need the direct connection, not these.

Next: customer balances and overdue debts

See customer balances and overdue debts for asking what clients owe you.