Entering sales
Step 5: Complete the sale

Step 1 > 2 > 3 > 4 > 5 > 6


If you haven't already read the Sales Overview, see Completing the sale for more information.

To enter payment details
To change VAT amounts

The actual fields that appear at the bottom of the Sales window differ, depending upon the sale layout you've selected. Some of the fields may be filled in automatically if you selected default entries in the customer's card file. All the following fields are optional; complete only those that apply to the sale you're entering:

    • Salesperson

    • Comment

    • Deliver Via

    • Delivery Date

    • Carriage

    • Journal Memo

    • Referral Source

    • Paid Today

    • Payment Method

    • Already Printed or Sent

To add, edit or delete menu options in the Select From Lists for the Comment, Deliver Via, Referral Source or Payment Methods fields, see To add or edit Sales Information or To remove Sales Information.

To enter payment details

Click the Details button to enter additional information about the customer's payment in the Applied Payment Details window, if you wish.

You can deposit the amount listed in the Paid Today field into a designated account or the Undeposited Funds Account.

If you want, you can change the Deposit to Account account by selecting Linked Accounts from the Setup menu. Choose Sales Ledger Accounts to display the Sales Ledger Linked Accounts window. Enter an account with chebank privileges in the Banking Account for Customer Receipts field.

To change the Undeposited Funds Account, select Linked Accounts from the Setup menu. Choose Nominal Ledger to display the Nominal Ledger & Chequebook Linked Accounts window. Enter an account with chebank privileges in the Chebank Account for Undeposited Funds field.

To change VAT amounts

  1. Click the zoom arrow next to the VAT field to open the VAT Information window.
  2. Enter the new VAT amounts in the VAT column.
  3. Click OK. The total VAT amount displayed in the VAT field will change to reflect the change you made.

Warning: VAT amounts change automatically

The amount in the VAT field will change whenever you change an amount in the line item area or the Carriage field, regardless of whether you've changed the VAT amount manually. If you change a transaction's information after manually changing its VAT amount, be sure to review the amount in the VAT field again to ensure that the amount is still the amount you want.

If, at a later time, you realise the original VAT amount was correct, open the VAT Information window again and click the Recalculate button. The VAT amount will be restored to an amount that's based on the VAT codes assigned to the transaction.