Import Duty is an invalid tax type for customer cards.

Tax on Freight:

Income Account:

Freight Tax Code:

Customer Billing Rate:

Shipping method:

Sale Comment:

Salesperson:

Item Price Level:

Some steps of the Easy Setup Sales Assistant will not be visible due to your password restrictions.

To continue setting up your AccountEdge system, click the Finish button.

To continue, click the Next button at the bottom of the Assistant.  To read a detailed description of this section of the Easy Setup Assistant, click the Help button at the bottom of the Assistant.

• Your typical form layout for invoices, sales orders and quotes
• Your customers' basic information, as well as their sales history 
    and credit terms
• The accounts you use to track your company's sales

Use the Miscellaneous layout to record a sale for which no printed form is needed or to make sales adjustments.



Use the Professional layout when billing for services rendered to your customers.

Use the Item layout when you want to sell something from your Items List.

Use the Service layout when you want to sell something not on your Items List or if you're not keeping or tracking inventory.

Use No Default if your Sale Layout varies from customer to customer.

Currency:

Out of Balance Amount:

Linked Receivables Account Balance:

When you create records for  your customers later on in the Easy Setup Assistant, you can change the Sale Layout for individual customers if you like.

Account for Late Charges:

Account for Discounts:

Account for Customer Deposits:

Account for Freight:

Account for Customer Receipts:

Account for Tracking Receivables:

Balance Due Date:

Discount Date:

Credit Limit:

Tax Code     :

% Monthly Charge for Late Payment:

% Discount for Early Payment:

Balance Due Days:

Discount Days:

Payment is Due:

Amt Due

Invoice#

Customer

Customer List


Congratulations!  You've set up your AccountEdge sales information.  Keep in mind that you can use AccountEdge's Sales Command Center to perform other sales tasks.

Historical sales are your customers' sales transactions that have a current balance due, as of the first day of the month you plan to begin using AccountEdge to track your business.

The list below contains all the customers that are currently set up for your company.  Using the buttons next to the list, make any additions, changes or deletions that you want.

Every transaction you enter into the AccountEdge system must be assigned to one or more specific accounts, which are called "linked accounts" in AccountEdge terms.  In this step, choose the accounts you want to link to your sales activity.



In this step, you can designate a specific set of default selling information to assign to all your customers.  When you set up your customers later in this Assistant, you can modify the individual customer's selling information, if you want.

In this step, you can designate a specific set of credit terms to assign to all your customers.  When you set up your customers later in this Assistant, you can modify these typical credit terms for individual customers, if you want.

In this step, you'll choose the Sale Layout you expect to use most often.  The Sale Layout you choose will be displayed whenever you enter a sales transaction, but you can choose another layout if you like.


Welcome to AccountEdge's Sales Easy Setup Assistant.

This Assistant helps you set up various aspects of your company's sales information, including:

That's It!  You're Done Setting Up Your Sales Information!

Enter Your Historical Sales

Create Your Customer Cards

Set Up Your Linked Accounts For Sales



Choose Your Default Selling Information

Choose Your Typical Customer Credit Terms

Choose Your Typical Sales Form Layout

Set Up Sales