Search By

Choose All Customers or Customer. If you choose Customer, a second field appears. Select the name of the customer whose sales you wish to view.

Date column

The date the sale was recorded in AccountEdge appears in this column.

Invoice # column

The invoice number that was assigned to the original invoice appears in this column.

Cust PO # column

The Customer PO # that you entered in the invoice appears in this column.

Customer column

The Customer name that you selected in the invoice appears in this column.

Amount column

The total amount due, including freight and tax, that was entered in the original invoice appears in this column.

The total of all amounts in this column appears below the column. (The total does not appear if you selected All Customers in the Search By field and the I Deal in Multiple Currencies preference in the System view of the Preferences window.)

Credit Amt column

The balance that you owe your customer appears in this column. As a credit, it displays as a negative amount.

The total of all amounts in this column appears below the column. (The total does not appear if you selected All Customers in the Search By field and the I Deal in Multiple Currencies preference in the System view of the Preferences window.)

Save as Recurring (Edit menu)

With a transaction in the list highlighted, select Save as Recurring from the Edit menu. This opens the Edit Recurring Schedule window, where you can save the selected transaction as a recurring transaction and set up a schedule for recording it on a regular basis in the future.

Pay Refund button

Click this button to display the Settle Returns & Credits window and create a refund check to the customer.

Apply to Sale button

Click this button to display the Settle Returns & Credits window and apply the credit amount to the customer's open orders and invoices.

Note: A category assigned to an applied credit must match the sale's category

Print button

Click this button to print the Sales Register [Returns & Credits] report.

New Sale button

Click this button to display the Sales window.

Close button

Click this button to close this window.