Sales Table of Contents

Sales Overview
Customer Credits Overview

Receive Payments Overview

Applying customer credits and writing refund cheques
To apply a customer credit (from the Sales Register)

To apply a customer credit (from the Receive Payments window)

To write a refund cheque (from the Sales Register)

To write a refund cheque (from the Receive Payments window)

Changing sales
To change a quote or order

To change an invoice

To change a recurring template's name or frequency

To change a recurring template's line items and other information

To convert a quote to an order or invoice using the Sales window

To convert a quote to an order or invoice using the Sales Register

To convert an order to an invoice using the Sales window

To convert an order to an invoice using the Sales Register

To track finance charges for one of your customers

Creating customer credits
To create a customer credit for no specific reason

To create a customer credit by receiving more money than what is owed, see Note: If the customer overpaid you
To credit a customer's account for an item invoice when the customer didn't return all the  items

To remove a order with a deposit applied to it, and to write a refund cheque for the deposit amount

To reverse an invoice

To track work on retainer using a customer credit

To use a customer credit to remove a customer's bad debt

Editing lines on an invoice
To insert a line

To delete a line

To insert a header

To insert a subtotal

Entering payments from customers
Step 1: Identify where the money from the payment will be recorded
Step 2: Enter details about the payment from a customer
Step 3: Indicate which sales will be affected by the payment
Step 4: Choose what you want to do with the payment from a customer

Entering payments from customers using the Bank Register
Step 1: Identify where the money from the payment will be recorded
Step 2: Enter details about the payment from a customer
Step 3: Choose what you want to do with the payment from the customer

Entering sales
Step 1: Choose the sale you want
Step 2: Enter information about the customer
Step 3: Bill the customer for reimbursable job expenses (optional)
Step 4: Enter line items
Step 5: Complete the sale
Step 6: Choose what you want to do with the sale

Entering sales using the Bank Register
Step 1: Select the account where the money from the sales transaction will go
Step 2: Enter details about the transaction
Step 3: Indicate which accounts will be affected by the transaction
Step 4: Choose what you want to do with the transaction

Finding sale transactions
To find a sale

To find a recurring sale

To find a customer credit before it's settled

To find a customer credit after it's applied

To find a customer credit after writing a refund cheque for it

To find a payment from a customer

Printing invoices, packing slips and labels
To choose the forms you want to print

To choose a form layout for your sales forms

To print and reprint your invoices

To reprint a single invoice

Printing statements
Choose the statements you want to print

Choose the form layout for your statements

Print your statements

To track finance charges for one of your customers

Removing sale transactions
To remove a quote

To remove an order with no payment applied to it

To remove an invoice with no payment applied to it

To remove an order with a payment applied to it

To remove a order with a deposit applied to it, and to write a refund cheque for the deposit amount

To remove an invoice with a payment applied to it

To remove a recurring sales template

To remove applied customer credits or customers' refund cheques

To remove a payment from a customer

Reversing sale transactions
To reverse an invoice

To reverse an applied customer credit

To reverse a customer's refund cheque

To reverse a payment from a customer

To reverse a payment from a customer that was recorded on a bank deposit for undeposited funds

To track a bounced payment from a customer

To reverse a bounced payment from a customer that was recorded on a bank deposit of grouped  undeposited funds

Reviewing your sales information
To analyse your sales activity

To change a sales transaction from the Find Transactions window

To display a list of all sales on your screen using the Transaction Journal

To display a list of open sales on your computer screen using the To Do List

To display a list of orders on your screen using the To Do List

To display a list of recurring sales on your computer using the To Do List

To print a list of all your recurring sales templates

To print a list of all your sales

To print a list of your sales by status

To view a sale's history

To view sales in the Sales Register

To view the amounts you're owed

Tracking bounced cheques from customers
To reverse a bounced payment from a customer that was recorded on a bank deposit of grouped  undeposited funds

To track a bounced payment from a customer

Tracking finance charges
To track finance charges for one of your customers

Tracking work on retainer
To track work on retainer using a customer credit

To track work on retainer using an order

Using recurring sales
To use a recurring sales templates