Entering sales using the Bank Register
Step 2: Enter details about the transaction

Step 1 > 2 > 3 > 4


If you haven't already read the Sales Overview, see Entering sales using the Bank Register for more information. The Bank Register window should be displayed
  1. In the Type field, select Enter Sale.
  2. The next ID No. in sequence from the last transaction and the system date appear in the ID No. and Date fields. You can use or change these entries.
  3. Enter the customer's name, or click the search icon next to the Customer field and choose a name.
  4. In the Amount field, enter the amount of the sale.

You can use the Memo field to record the purpose of the transaction. We recommend that you make a detailed comment, so you'll be able to identify the purpose of the transaction when you review your records later on. The name you selected in the Name field appears here by default.

Note: There is no Payment Method field in the Bank Register

The payment method and details used are the ones you assigned to the customer in the Payment Details view of the Card Information window.

If there is no default payment method assigned to the selected customer, no payment method is assigned to the transaction.

If the method or details of this sale differ from the default information or there is no default information and it is important to you that the payment method or details are recorded, you should enter the sale in the Sales window.