Making sales
Handling customer credits and returns
Receiving customer payments
Changing sales
To change a transaction
To change a recurring template
To convert a quote to an order or invoice (Sales window)
To convert a quote to an order or invoice (Sales Register)
To convert an order to an invoice (Sales window)
To convert an order to an invoice (Sales Register)
To track finance charges for customers
To change applied payment details
Deleting sale transactions
To delete a transaction
To delete an order with a payment applied
To delete an invoice with a deposit applied
To delete an invoice with a payment applied
To delete a recurring template
To delete a customer credit
To delete a customer payment
Editing lines on an invoice
To insert a line on a sale
To delete a line on a sale
To insert a header on a sale
To insert a subtotal on a sale
Entering customer returns and credits
To create a customer credit
To accept a partial return of items
To delete an invoice with a deposit applied
To reverse an invoice
To track work on retainer using a customer credit
To use customer credits to remove bad debts
Entering payments from customers
To receive a payment (Receive Payments window)
To receive a payment (Bank Register)
To record a payment on an order
To handle customer credit card payments
Entering sales
To sell items to a customer
To sell services to a customer
To record a sale to an employee
To record consignment sales
To record a trade-in
To enter activities and items on a time billing sale
To bill a customer for reimbursable expenses
To make a sale (Bank Register)
To handle customer credit card payments
Finding sale transactions
To find a transaction
To find a recurring template
To find a quote or order
To find a customer credit (before it's applied)
To find a customer credit (after it's applied)
To find a customer credit (after paying a refund)
To find a payment from a customer
Printing invoices, packing slips and labels
To print invoices, packing slips and labels
To print a single invoice
Printing statements
To print a customer statement
To track finance charges for customers
Reversing sale transactions
To reverse an invoice
To reverse an applied customer credit
To reverse a customer's refund
To reverse a customer payment
To handle a bounced customer cheque
Reviewing your sales information
To analyse your sales activity
To change a transaction
To display a list of all sales (Transaction Journal)
To display a list of open sales (To Do List)
To list orders and convert sales orders to invoices (To Do List)
To find a recurring template
To print a list of all your recurring sales templates
To print a list of all your sales
To print a list of your sales by status
To view a sale's history
To view sales (Sales Register)
To view the amounts you're owed
Settling customer credits
To apply a customer credit (Sales Register)
To apply a customer credit (Receive Payments window)
To pay a refund (Sales Register)
To pay a refund (Receive Payments window)
Tracking bounced cheques from customers
To handle a bounced customer cheque
Tracking finance charges
To track finance charges for customers
Tracking reimbursables
To track reimbursable expenses (setup)
To bill a customer for reimbursable expenses
Tracking work on retainer
To track work on retainer using a customer credit
To track work on retainer using an order
Using recurring sales
To find a recurring template
To create a recurring template
To record a recurring transaction
To change a recurring template
To delete a recurring template