Window Overview
Sales window

Time Billing layout

Window Overview | To use this window | Fields in this window | To find this window


The Sales window allows you to create transaction records for the items and services you sell, regardless of whether the items and services are included in the items you've entered in the Item Information window.

Depending upon the type of transaction you're entering in this window (item sale, service sale, professional sale, time billing sale or miscellaneous sale), the fields in this window will change to allow you to enter appropriate information. Each of these windows with different sets of fields is determined by the layout. The different Sales windows are:

Service layout
Item layout

Professional layout

Time Billing layout
Miscellaneous layout

Use the Time Billing layout to record the sale of activities or items. The activities are those for which you've entered information in the Activity Information window. The items are those in your Items List for which you've marked I Sell.

You can enter activities automatically in this view of the Sales window by selecting the activities you want to bill using the Time Billing Customers windowor you can enter activities manually.

Activities that are recorded automatically are those that have been entered in the Enter Activity Slip window. If you enter activities manually, no activity slip information will be recorded and so the activity won't be reflected in time billing reports that are based upon activity slip information. Also, items that are entered in this view of the Sales window, won't be reflected in time billing reports that are based upon activity slip information.

NOTE: In order to include both activities and items on a time billing invoice, the preference I Include Items on Time Billing Invoices must be marked in the System view of the Preferences window.