Customer Name |
In this field, enter the name of the customer for whom you want to enter the historical sale. |
Balance |
This field displays the current accounts receivable balance for the customer. |
Terms |
In this field, the credit terms entered in the Selling Details view of the Card Information window for the customer are displayed. If you wish to change the terms for this sale only, click the arrow to open the Credit Terms window and make changes or additions. |
Invoice No. |
When you begin to create a transaction in this window, this field will automatically display the next available invoice number which will become the actual transaction number when it's recorded into the company file. This ensures that two or more users won't create transactions with the same transaction number at the same time. If you highlight the field, Auto No. appears. You can choose to:
If you choose to enter a new number in the Invoice No. field and then record the transaction, the next time you begin to enter a sale, the Invoice No. will automatically increase the number you previously entered by one. This will continue until you again change the number entered in the Invoice No. field and record the transaction. |
Date |
Enter a date for the transaction. |
Customer PO No. |
In this field, enter the customer's purchase order number. |
Memo |
Enter a memo for the transaction. If you leave the words that are entered automatically, the memo will help identify the transaction in the Transaction journal. |
Total Including VAT |
Enter the total remaining amount due for the sale, including VAT (not the original amount of the sale). |
VAT Code |
Select the VAT code that applies to the sale. |
VAT |
Based on the amount you entered in the Total Including VAT field and the VAT Code you selected, the calculated VAT portion of the total appears here. Click the zoom arrow next to the VAT amount to open the VAT Information window and change the VAT amount, if you wish. |
Exchange Rate icon |
Click the icon to open the Exchange Rate window. This window displays your current currency and the Transaction Exchange Rate and Current Exchange Rate. This information is view-only. This icon appears only if you marked the I Deal in Multiple Currencies field in the System view of the Preferences window. |
Record button |
Click this button to record the historical sale transaction you've made in this window. |
Cancel button |
Click this button to leave this window. |