The Sales window should be displayed (To find the Sales window), and a customer should already be selected.
The layout displayed in the Sales window is determined by the default setting on the customer's card.
Service - This layout can be used for services and goods that haven't been added to your Items List.
Item - This layout is used for items that you've added to your Items List. (These may be inventoried or non-inventoried items, as well as services.)
Professional - This layout is similar to the Service layout, but it allows you to specify a date for each line item.
Time Billing - This layout is used in conjunction with AccountEdge's Time Billing command center, and provides a more comprehensive means for billing for professional activities and other time-based services. Depending upon the choices you've made in the Preferences window, you also may enter items using this layout.
Miscellaneous - This layout generally is used for quick transactions that involve no items and require no printed documentation.