Tips
Sales window - Professional layout

General questions

  • Can I give my transaction a future date (post-date it)?
  • How do I find a transaction I've already recorded?
  • How do I handle a deposit?
  • How do I set up volume discounts?
  • I don't like the look of my printed invoice - how do I change it?
  • I want to change or delete a comment, shipping method, referral source or payment method
  • I want to enter a transaction using a date in a previous fiscal year
  • My customer wants a refund -- what do I do?
  • Which accounts will be updated by my transaction?

    • Fixing problems

  • I am having trouble sending the transaction to email/fax/disk
  • I haven't recorded the transaction yet, and I want to start over
  • I recorded a sales transaction and some information is wrong
  • I want to be reimbursed for an item or service, but an alert message tells me I don't have any jobs linked to the customer
  • My recurring transaction is wrong -- how do I change it?
  • The credit terms are wrong
  • The customer I want to work with doesn't have a card
  • The date is displayed in the wrong format
  • The date that is displayed is incorrect
  • The invoice number that's displayed is incorrect
  • The tax amount on my invoice is wrong
  • Two transactions have been assigned the same invoice number

    • Entering line items

  • Can I skip the account number and enter only the account name?
  • How do I add a blank line or header to my list of line items?
  • I don't see some of the columns I want to use
  • I don't see the account I want to use

    • Multicurrency tips

  • The currency is wrong for this sale
  • The exchange rate is different for this transaction than for other transactions
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