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.

Dated From -- To

Enter a range of dates in this field to display sales for a specific time frame in this window. Select the space bar if you'd like to enter a date using AccountEdge's Calendar (day selection) window.

Date column

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

Invoice # column

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

Cust PO # column

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

Customer column

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

Amount column

The amount of the quote, including freight and tax, 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.

Promised column

The Promised Date you entered in the quote is the date you expect to ship the items on the invoice. It is for your information only.

Save as Recurring (Edit menu)

With a quote 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.

Change to Order button

Click this button to convert the highlighted quote to an order.

Change to Invoice button

Click this button to convert the highlighted quote to an invoice.

Delete button

Click this button to delete the highlighted quote.

Create PO button

Click this button to open the Purchases window - Item layout; the line items entered on the selected item sale will be automatically transferred to an item purchase order.

Print button

Click this button to print the Sales Register [Quotes] report.

New Quote

Click this button to display the Sales window.

Close button

Click this button to close this window.