Automatically [Print/E-mail/Fax/Save to Disk] Sales When They are Recorded (Invoices, Orders and Quotes)

Mark this selection if you wish to automatically print, send via e-mail, send via fax or save to disk every sales transaction immediately after you record it. (This preference does not apply to sales with a Miscellaneous layout; you do not print, e-mail, fax or save to disk those sales.)

If you select this option, you must also select from the list which one of the four actions you want as your default. When you record a sale, the dialog box for your computer that corresponds with your print/email/fax/save to disk choice will appear immediately. You can cancel the dialog if you don't want to complete the action for a particular sale.

If you don't mark this selection, you must click the Print button or the Send To button in the Sales window each time you want to perform any of these actions.

Print Packing Slips When Invoices, Orders, or Invoice and Orders are Printed

Mark this selection if you wish to automatically print the packing slip that accompanies the invoice or order you're printing.

If you select this option, you must also select from the list whether you want the automatic printing to occur only when you print an invoice, only when you print an order or when you print either an invoice or an order.

This option applies to orders or invoices you print in the Sales window and in the Forms Selection - Print Invoices window.

If you don't mark this selection, you can print packing slips when you choose, using the Forms Selection - Print Invoices window.

Print Labels When Sales are Printed (Invoices, Orders, Quotes)

Mark this selection if you wish to print shipping or mailing labels that accompany the sales you're printing.

If you mark this selection, you'll have the option to print labels when you select Print Invoices in the Sales Command Center.

Warn if Customer has an Outstanding Credit Before Applying a Payment

Mark this selection if you want an alert message to appear if a customer has outstanding customer credits with your company and you attempt to apply a payment for that customer. The message will appear when you enter the name of such a customer in the Customer field of the Receive Payments window. This message is informational only; you can continue to enter the payment, if you wish.

If you don't mark this selection, you will not receive the alert message.

Apply Customer Payments Automatically to Oldest Invoice First

Mark this selection if you want to automatically apply customer payments to the oldest outstanding sale the customer has with your business. The amount you enter in the Amount field of the Receive Payments window will automatically be entered in the Amount Applied field of the oldest sale the customer has with your business. You can redistribute the payment if you wish.

If you don't mark this selection, you must manually distribute the amount you entered in the Amount field to the sale(s) you want to apply the payment to.

Show Customer Purchase Number in Receive Payments

This selection allows you to choose which document numbers you prefer to see in the Receive Payments window and Settle Returns & Credits window when you're applying the payments that customers make on their outstanding sales balances.

If you mark this selection, the customers' purchase order numbers will appear in the Receive Payments and Settle Returns & Credits windows. If you leave this selection unmarked, the invoice numbers you assigned to the customers' transactions will appear in the Receive Payments and Settle Returns & Credits windows.

Make a Contact Log Entry for Every Sale [System-wide]

Mark this selection if you want to record a contact in the Contact Log each time you record a sale.

If you mark this selection, a contact will be entered in the Contact Log for each customer who exists in the Card File and for whom you record a sale.

This is a systemwide preference; the choice you make here will affect everyone who uses this company file.

Warn for Duplicate Invoice, Customer PO or Invoice and Customer PO Numbers on Recorded Sales [System-wide]

Mark this selection if you want an alert message to appear each time you attempt to record a sale whose invoice and/or customer PO number is already recorded.

If you mark this selection, an alert message will appear when you attempt to record a sale assigned a number that's already been used.

If you don't mark this selection, you can use the same sale number multiple times.

Marking this selection will require that AccountEdge scan all the sales you've recorded; as a result, it will take more time to record your sales. Therefore, be sure you want to use this feature before you mark this selection.

If you import sales, the criteria you set here will be used during the import process when you choose to add or reject duplicate records.

This is a systemwide preference; the choice you make here will affect everyone who uses this company file.

Retain Original Invoice Number on Backorders [System-wide]

Mark this field to assign the same number to an order and invoice created in the same transaction.

This is a systemwide preference; the choice you make here will affect everyone who uses this company file.

Retain Original Invoice Number when Quotes Change to Orders or Invoices [System-wide]

Mark this field to retain the invoice number originally assigned to a quote when the quote changes to an order or invoice.

This is a systemwide preference; the choice you make here will affect everyone who uses this company file.

Delete Quotes upon Changing to and Recording as an Order or Invoice [System-wide]

Mark this field to delete the quote when the quote changes to an order or invoice.

This is a systemwide preference; the choice you make here will affect everyone who uses this company file.

Terms button

Click this button to open the Credit Terms window, where you can create a set of default credit terms for all customers in the AccountEdge system.

When you create a set of default terms using the Credit Terms window here, the terms you select will be automatically applied to every new customer record you add to the Card File. (The terms of existing customers will remain the same.)

If you wish, you can change the terms assigned to an individual customer in Selling Details view of the Card Information window of the Card Information window.

You can also change the terms for a specific sales transaction.

OK button

Click this button to accept the entries you've made in this window.