Fields in the Sales Register window - Returns & Credits view

Fields in this window

Sales Register window - Returns & Credits view

Search By

Choose All Customers or Customer. If you choose Customer, a second field appears. Select the name of the customer whose sales you wish to view.

Date column

The date the sale was recorded in AccountEdge appears in this column.

Invoice # column

The invoice number that was assigned to the original invoice appears in this column.

Cust PO # column

The Customer PO # that you entered in the invoice appears in this column.

Customer column

The Customer name that you selected in the invoice appears in this column.

Original Amt column

The total amount due that was entered in the original invoice appears in this column.

Credit Amt column

The balance that you owe your customer appears in this column. As a credit, it displays as a negative amount.

Pay Refund button

Click this button to display the Settle Returns & Debits window and create a refund check to the customer.

Apply to Sale button

Click this button to display the Settle Returns & Debits window and apply the credit amount to the customer’s open orders and invoices.

Print button

Click this button to print the contents of this window.

New Sale button

Click this button to display the Sales window.

Close button

Click this button to close this window.

*Search By*	Choose All Customers or Customer. If you choose Customer, a second field appears. Select the name of the customer whose sales you wish to view.
*Date column*	The date the sale was recorded in AccountEdge appears in this column.
*Invoice # column*	The invoice number that was assigned to the original invoice appears in this column.
*Cust PO # column*	The Customer PO # that you entered in the invoice appears in this column.
*Customer column*	The Customer name that you selected in the invoice appears in this column.
*Original Amt column*	The total amount due that was entered in the original invoice appears in this column.
*Credit Amt column*	The balance that you owe your customer appears in this column. As a credit, it displays as a negative amount.
*Pay Refund button*	Click this button to display the Settle Returns & Debits window and create a refund check to the customer.
*Apply to Sale button*	Click this button to display the Settle Returns & Debits window and apply the credit amount to the customer’s open orders and invoices.
*Print button*	Click this button to print the contents of this window.
*New Sale button*	Click this button to display the Sales window.
*Close button*	Click this button to close this window.