A	Salesperson, Comment, Ship Via, Promised Date	Enter optional information, such as the name of the salesperson, a comment, shipping method, and the promised date for delivery of goods or services. Enter text or click the search icon () to choose from the Select From List window.
B	Invoice Delivery Status	If you want to print or email the invoice in a batch, select the required delivery method from the list.
C	Journal Memo	The journal memo is generated automatically. You can change this text if you want.
D	Tax	Click the zoom arrow () if you want to view or change the tax amounts assigned to the sale.
E	Freight	Enter freight charges. Select the option to the right of this field if tax is charged on the freight amount.
F	Paid Today	Type the amount of money the customer paid you at the time of the sale or, if you are creating an order, how much money the customer gave you as a deposit. After you enter an amount, you can click Payment Details to choose a payment method in addition to processing a credit card payment.
G	Tax State	You can change the Tax State for this sale to categorize the sales tax by state for sales tax reporting. Click Tax State and choose the state. By default, the state is selected from the shipping address chosen on the top of the sale.
H	Tax Code	Select the tax code for this sale.
I	Notes	Enter additional information for a quote, order and invoice, up to 1000 alphanumeric characters. This field can be printed on the form by adding the field when customizing.