Sales Overview
Customer Credits Overview
Receive Payments Overview
Applying customer credits and writing refund cheques
To apply a customer credit (from the Sales Register)
To apply a customer credit (from the Receive Payments window)
To write a refund cheque (from the Sales Register)
To write a refund cheque (from the Receive Payments window)
Changing sales
To change a quote or order
To change an invoice
To change a recurring template's name or frequency
To change a recurring template's line items and other information
To convert a quote to an order or invoice using the Sales window
To convert a quote to an order or invoice using the Sales Register
To convert an order to an invoice using the Sales window
To convert an order to an invoice using the Sales Register
To track finance charges for one of your customers
Creating customer credits
To create a customer credit for no specific reason
To create a customer credit by receiving more money than what is owed, see Note: If the customer overpaid you
To credit a customer's account for an item invoice when the customer didn't return all the items
To remove a order with a deposit applied to it, and to write a refund cheque for the deposit amount
To reverse an invoice
To track work on retainer using a customer credit
To use a customer credit to remove a customer's bad debt
Editing lines on an invoice
To insert a line
To delete a line
To insert a header
To insert a subtotal
Entering payments from customers
Step 1: Identify where the money from the payment will be recorded
Step 2: Enter details about the payment from a customer
Step 3: Indicate which sales will be affected by the payment
Step 4: Choose what you want to do with the payment from a customer
Entering payments from customers using the Bank Register
Step 1: Identify where the money from the payment will be recorded
Step 2: Enter details about the payment from a customer
Step 3: Choose what you want to do with the payment from the customer
Entering sales
Step 1: Choose the sale you want
Step 2: Enter information about the customer
Step 3: Bill the customer for reimbursable job expenses (optional)
Step 4: Enter line items
Step 5: Complete the sale
Step 6: Choose what you want to do with the sale
Entering sales using the Bank Register
Step 1: Select the account where the money from the sales transaction will go
Step 2: Enter details about the transaction
Step 3: Indicate which accounts will be affected by the transaction
Step 4: Choose what you want to do with the transaction
Finding sale transactions
To find a sale
To find a recurring sale
To find a customer credit before it's settled
To find a customer credit after it's applied
To find a customer credit after writing a refund cheque for it
To find a payment from a customer
Printing invoices, packing slips and labels
To choose the forms you want to print
To choose a form layout for your sales forms
To print and reprint your invoices
To reprint a single invoice
Printing statements
Choose the statements you want to print
Choose the form layout for your statements
Print your statements
To track finance charges for one of your customers
Removing sale transactions
To remove a quote
To remove an order with no payment applied to it
To remove an invoice with no payment applied to it
To remove an order with a payment applied to it
To remove a order with a deposit applied to it, and to write a refund cheque for the deposit amount
To remove an invoice with a payment applied to it
To remove a recurring sales template
To remove applied customer credits or customers' refund cheques
To remove a payment from a customer
Reversing sale transactions
To reverse an invoice
To reverse an applied customer credit
To reverse a customer's refund cheque
To reverse a payment from a customer
To reverse a payment from a customer that was recorded on a bank deposit for undeposited funds
To track a bounced payment from a customer
To reverse a bounced payment from a customer that was recorded on a bank deposit of grouped undeposited funds
Reviewing your sales information
To analyse your sales activity
To change a sales transaction from the Find Transactions window
To display a list of all sales on your screen using the Transaction Journal
To display a list of open sales on your computer screen using the To Do List
To display a list of orders on your screen using the To Do List
To display a list of recurring sales on your computer using the To Do List
To print a list of all your recurring sales templates
To print a list of all your sales
To print a list of your sales by status
To view a sale's history
To view sales in the Sales Register
To view the amounts you're owed
Tracking bounced cheques from customers
To reverse a bounced payment from a customer that was recorded on a bank deposit of grouped undeposited funds
To track a bounced payment from a customer
Tracking finance charges
To track finance charges for one of your customers
Tracking work on retainer
To track work on retainer using a customer credit
To track work on retainer using an order
Using recurring sales
To use a recurring sales templates