Entering sales

Step 1: Choose the sale you want

Step 1 > 2 > 3 > 4 > 5 > 6

If you havenít already read the Sales Overview, see Status of the Sale and Entering sales invoices, quotes and orders for more information.

To choose the status of the sale

The Sales window should be displayed.

  1. If youíd like a status other than the one displayed in the status field, click the arrow to view a drop-down list.
  2. Choose Quote, Order or Invoice from the drop-down list.

To change a saleís layout

The Sales window should be displayed.

  1. The layout displayed in the Sales window is determined by the default setting on the customerís card. If you wish to change this layout, click the Layout button to display the Layout window.
  2. Choose the layout (service, item, professional, time billing or miscellaneous) you want to use.

If you want to create a time billing invoice, we recommend that you use the procedure Billing for time instead of this procedure.

  1. Click OK.

Entering sales - Step 1