Fields
Historical Sale window


Customer Name
In this field, enter the name of the customer for whom you want to enter the historical sale.


Balance
This field displays the current receivables account balance for the customer.


Terms
In this field, the credit terms entered in the Selling Details view of the Card Information window for the customer are displayed. If you wish to change the terms for this sale only, click the arrow to open the Credit Terms window and make changes or additions.


Invoice #
When you begin to create a transaction in this window, this field will automatically display the next available invoice number which will become the actual transaction number when it's recorded into the company file. This ensures that two or more users won't create transactions with the same transaction number at the same time.

If you highlight the field, Auto # appears. You can choose to:

If you choose to enter a new number in the Invoice # field and then record the transaction, the next time you begin to enter a sale, the Invoice # will automatically increase the number you previously entered by one. This will continue until you again change the number entered in the Invoice # field and record the transaction.


Date
Enter a date for the transaction.


Customer PO #
In this field, enter the customer's purchase order number.


Memo
Enter a memo for the transaction. If you leave the words that are entered automatically, the memo will help identify the transaction in the Transaction journal.


Total Including Tax
Enter the total remaining amount due for the sale, including tax (not the original amount of the sale).


Tax Code
Select the tax code that applies to the sale.


Tax
Based on the amount you entered in the Total Including Tax field and the Tax Code you selected, the calculated tax portion of the total appears here.

Click the zoom arrow next to the tax amount to open the Tax Information window and change the tax amount, if you wish.


Currency button
This button displays the currency that is used for the transaction. Click the button to open the Exchange Rate window.

This button appears only if you marked the I Deal in Multiple Currencies field in the System view of the Preferences window.


Category
Select from the list the category to which you wish to assign this transaction. (The categories in this list were created in the Edit Category window).

This field appears only if you marked the Turn Category Tracking On field in the System view of the Preferences window.

If you you selected the Required option when you chose that preference, you must select a category here before you can record this transaction.


Record button
Click this button to record the historical sale transaction you've made in this window.


Cancel button
Click this button to leave this window.

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