Sales Topics List

Sales Topics List

Making Sales

Making sales

Entering sales

Choosing the sale you want

To sell items to a customer

To allow the sale of items with insufficient quantities

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

Using negative inventory

To allow the sale of items with insufficient quantities

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

To print a pick list

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

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