To use this window
Sales window - Professional layout

Window Overview | To use this window | Fields in this window | To find this window


Sales Overview

Entering sales

To insert a line

To insert a header

To insert a subtotal

To delete a line

To track work on retainer using a customer credit

To track work on retainer using an order

Printing, emailing and faxing sales

To print and record a sale

To email a sale or purchase

To fax a sale or purchase

To save a report as a PDF file to attach to an email

Viewing sales

To view a sale's history

To view sales in the Sales Register

Changing, removing and reversing sales

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

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 change a sales transaction from the Find Transactions window

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

To convert an order to an invoice using the Sales window

To remove a quote

To remove an order with a payment applied to it

To remove an order with no payment applied to it

To reverse an invoice

Other ways to use this window

To credit a customer's account for an item invoice when the customer didn't return all the  items

Creating customer credits

Handling customers' bad debt