To see how the transaction will affect your financial records
To print and record a transaction
To record the transaction
To store the transaction as a recurring template
To see how the transaction will affect your financial records
Choose Recap Transaction from the Edit menu to view the accounting entries that will be made to your financial records when you record the sale.
To print and record a transaction
Click the Record button to record the sale without printing it.
See Entering sales using the Bank Register for information about printing a sale after you've recorded it.
To store the transaction as a recurring template
Note: No new activity slips will be created when you use the recurring template
You can store time billing invoices as recurring sales, but no activity slips will be created when you use the recurring sale in the future. You won't be able to review activity slip information in the View Activity Log window without creating an activity slip. Recording the recurring sale also won't update the activity slips you used to create the sale in the Prepare Time Billing Invoice window. Transactions recorded from a recurring template won't appear in activity slip reports. |