Making sales
Handling customer credits
Receiving customer payments
Applying customer credits and writing refund cheques
To apply a customer credit (from the Sales Register)
To apply a customer credit (from the Receive Payments window)
To write a refund cheque (from the Sales Register)
To write a refund cheque (from the Receive Payments window)
Changing sales
To change a transaction
To convert a quote to an invoice using the Sales Register
Creating customer credits
To create a customer credit
To create a customer credit by receiving more money than what is owed, see To credit a customer's account when all items were not returned
To reverse an invoice
To track work on retainer using a customer credit
To use a customer credit to remove a customer's bad debt
Editing lines on an invoice
To insert a line on a sale
To enter line items for item sales
To insert a header on a sale
To insert a subtotal on a sale
Entering payments from customers
To receive a customer payment
Entering payments from customers using the Bank Register
To receive a customer payment using the Bank Register
Entering sales
To sell items to a customer
To sell services to a customer
Entering sales using the Bank Register
To make a sale using the Bank Register
Finding sale transactions
To find a transaction
To find a quote
To find a customer credit before it's settled
To find a customer credit after it's applied
To find a customer credit after writing a refund cheque for it
To find a payment from a customer
Printing invoices
To choose the forms you want to print
To choose a form layout for your sales forms
To print and reprint your invoices
To reprint a single invoice
Printing statements
To print a customer statement
Deleting sale transactions
To delete an invoice with a payment applied to it
To delete applied customer credits or customers' refund cheques
To delete a payment from a customer
Reversing sale transactions
To reverse an invoice
To reverse an applied customer credit
To reverse a customer's refund cheque
To reverse a payment from a customer
To reverse a payment recorded on a bank deposit for undeposited funds
To track a bounced payment from a customer
To reverse a bounced customer payment recorded on a deposit of undeposited funds
Reviewing your sales activity
To display a list of all sales on your screen using the Transaction Journal
To find a quote
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 in the Sales Register
To view the amounts you're owed
Tracking bounced cheques from customers
To reverse a bounced customer payment recorded on a deposit of undeposited funds
To track a bounced payment from a customer
Tracking work on retainer
To track work on retainer using a customer credit
Using recurring transactions
To create a recurring template
To find a recurring template
To record a recurring transaction
To change a recurring template
To delete a recurring template