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

If you havenít already read the Sales Overview, see Reviewing your sales information for more information.

The To Do List window should be displayed.

  1. Click the Orders tab to display a list of all your sales and purchase orders.
  2. Click the zoom arrow to the left of the customerís name to view details about a specific order.
  3. Click the Action column if you want to convert one or more of your orders to invoices.
Warning: Read this before you convert orders to invoices using the To Do ListIf you choose to convert orders to invoices using the To Do List window, keep in mind that the conversion will occur automatically; you wonít get a chance to review or change any of the transactions before theyíre converted. If youíre not sure you want to convert a particular order, we suggest you use the Sales window to manually make the conversion so you have better control over the sale than you would if you used the To Do List. See To convert an order into an invoice using the Sales window for more information.
  1. Click the Record As Actual button.

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