Sales

To enter activities and items on a time billing sale

The Sales window should be displayed.

1. If the customer has asked for a quote or order, choose one of those options from the upper left corner of the window. (Choosing the sale you want)



2. Enter the customer's name. (Entering information about the customer)

You can change the customer's credit terms for this transaction only. (To change a customer's credit terms for one transaction) You can also change the currency (To change the exchange rate) and indicate whether the customer is billed for job expenses. (To bill a customer for reimbursable expenses)

3. Review the invoice number and date. If the customer has given you a purchase order number, be sure to enter it.



4. Be sure the Time Billing layout is selected. The selected layout appears in the Sales window's title. (To choose a sales layout)



5. Click the Work in Progress button. The Prepare Time Billing Invoice window appears with the Work In Progress tab selected. All the customer's open activity slips appear in the list.



6. See To bill for time and continue with the steps outlined in that procedure.

Warning:  Manually entered time billing invoices are not included in many reports

Related topics

• Entering time billing sales