Overview
Sales window

Service layout


The Sales window allows you to create transaction records for the items and services you sell, regardless of whether the items and services are included in the items you've entered in the Item Information window.

Depending upon the type of transaction you're entering in this window (item sale, service sale, professional sale, time billing sale or miscellaneous sale), the Fields will change to allow you to enter appropriate information. Each of these windows with different sets of fields is determined by the layout. The window has five layouts.

Use the Service layout to record the sale of items and services that you didn't enter information about in the Item Information window. This type of invoice allows you to track sales that don't affect your inventory quantities.

To find the Sales window - Service layout
To sell services to a customer

Entering line items on a sale

To assign a transaction to a category

Choosing how to complete the sale

Changing, deleting and reversing sales

To create a recurring template

To record a recurring transaction

Tracking work on retainer


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