Sales Topics List

Sales Topics List

Making Sales

· Making sales

· Entering sales

Choosing the sale you want

To sell items to a customer

To sell services to a customer

To record a recurring transaction (transaction window)

To record a sale to an employee

Special sales: consignments and trade-ins

To record consignment sales

To record a trade-in

Billing a customer for reimbursable expenses

Buying from and selling to the same contact

To choose a sales layout

Entering information about the customer

To enter information about an existing customer

To enter information about a new customer (Easy-Add)

To change a customer's credit terms for one transaction

To change the exchange rate

Entering line items, headers and subtotals on a sale

To insert a line on a sale

To enter line items for item sales

To insert a header on a sale

To insert a subtotal on a sale

To delete a line on a sale

To assign a line item on a sale to more than one job

Entering additional information about the sale

To enter payment details

To change tax amounts

Entering Sales Information

To add or edit Sales/Purchases Information

To delete Sales/Purchases Information

· Entering sales (Bank Register)

To make a sale (Bank Register)

· Processing credit card sales

To handle customer credit card payments

· Processing credit cards (MYOB Merchant Account Service)

To handle a declined payment (MYOB Merchant Account Service)

To void a transaction (MYOB Merchant Account Service)

To handle a chargeback (MYOB Merchant Account Service)

· Handling a sale to a customer who has exceeded the credit limit

To handle a sale when a customer exceeds the credit limit

To handle a sale you can't record because the customer has exceeded the credit limit

· Handling a sale to a customer who has been placed on credit hold

To handle a sale when a customer is on credit hold

· Entering credit card fees

To record deposit adjustments

To handle customer credit card payments

· Entering time billing sales

To enter activities and items on a time billing sale

To bill for time

Choosing What to Do With a Sale

· Choosing what to do with the sale

· Emailing a report or a single form

To email a single sale or purchase

To email a batch of sales or purchases

To email customer statements

To edit default email subjects and messages for forms

· Printing invoices, packing slips and labels

To print invoices, packing slips and labels

To print a single invoice

· Printing and emailing invoice and activity statements

To print customer statements

· To save a sale or purchase as a PDF

· To fax a sale or purchase

· To create a recurring transaction

Finding and Reviewing Sales

· Finding sales

To find a transaction

To find a recurring transaction

To find a quote or order

· Reviewing your sales activity

To view sales (Sales Register)

To display a list of all sales (Transaction Journal)

To display a list of open sales (To Do List)

If you're using an OfficeLink-compatible word processor

If you're not using an OfficeLink-compatible word processor

To list orders and convert sales orders to invoices (To Do List)

To print a list of all your sales

To print a list of your sales by status

To print a list of all your recurring sales transactions

To view a sale's history

To view the amounts you're owed

To analyze your sales activity

To find a quote or order

Out of balance information -- Accounts Receivable

To find out whether a transaction was applied to the Accounts Receivable account

To find out whether Accounts Receivable is the allocation account on a sale

Converting, Changing, Deleting, Reversing Sales

· Changing, deleting, reversing and converting sales

To convert a quote to an order or invoice (Sales window)

To convert a quote to an order or invoice (Sales Register)

To convert an order to an invoice (Sales window)

To convert an order to an invoice (Sales Register)

To change a transaction

To change recurring transaction details without recording a transaction

To change a recurring transaction's schedule

To delete a transaction

To delete a recurring transaction

To delete an order (with a payment)

To delete an invoice (with a deposit)

To delete an invoice (with a payment)

To reverse a transaction

To reverse an invoice

To accept a partial return of items

To track finance charges for customers

How AccountEdge calculates finance charges

Receiving Payments

· Receiving customer payments

· Entering Receive Payment transactions

To receive a payment (Receive Payments window)

To record a payment on an order

Working with discounts for prompt payment

To hold a credit card payment on an order

· Entering Receive Payment transactions (Bank Register)

To receive a payment (Bank Register)

· Finding, deleting and reversing payments from customers

To find a payment from a customer

To delete a customer payment

To reverse a customer payment

To handle a bounced customer check

To handle a bounced payment (Receive Money window)

· To change applied payment details

Customer Credits

· Handling customer credits, refunds and returns

· Entering customer credits, refunds and returns

To create a customer credit

· Settling customer credits

To apply a customer credit (Sales Register)

To apply a customer credit (Receive Payments window)

To pay a refund, including credit card refunds (Sales Register)

To pay a refund, including credit card refunds (Receive Payments window)

· Finding, deleting and reversing customer credits

To find a customer credit (before it's applied)

To find a customer credit (after it's applied)

To find a customer credit (after paying a refund)

To delete a customer credit

To reverse an applied customer credit

To reverse a customer's refund

· Handling customers' bad debt

To use customer credits to remove bad debts

Tracking Work on Retainer

· Tracking work on retainer

Tracking work on retainer using a customer credit

To track work on retainer using a customer credit

To record a retainer payment from a customer as an invoice

To apply a customer credit to a retainer balance

Tracking work on retainer using an order

To track work on retainer using an order

To record a retainer payment from a customer as an order

To apply a customer payment to a retainer recorded as an order