Sales Register window

Recurring Templates view

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

The Sales Register allows you to view an overall picture of your sales activity. Using just one window, you can quickly and efficiently look at open and closed invoices, quotes, orders, returns and credits and recurring templates. You can even view a list of all sales, if you choose.

You can perform several AccountEdge functions using the Sales Register, such as deleting a sale or changing the status of a sale. If one of your customers gives you a deposit, you can easily access the Customer Payments window. You can also display the Settle Returns & Credits window directly from the Sales Register if you want to apply a customer credit to a sale or offer a refund.

There are seven views of the Sales Register window:

All Sales view
Quotes view

Orders view

Open Invoices view

Returns & Credits view

Closed Invoices view

Recurring Templates view

Sales Register window - Recurring Templates view