To add or edit Sales Information

The Sales & Purchases Information window should be displayed.

  1. Click the tab (Comments, Delivery Methods, Referral Source or Payment Methods) for the entry you want to add or edit.
  2. Click New to create a new comment, delivery method, referral source or payment method or click Edit to change an existing one.
  3. Enter a new comment, delivery method, referral source or payment method, if you clicked New, or edit the existing one, if you clicked Edit.
  4. Click OK.