General questions

• Opening the Sales window using a keyboard shortcut

• Turning off the expanded Description field in transaction windows

Entering sales

• Changing the credit terms for a sale

• Handling deposits on sales

• Recording a sale to one of your employees

• Skipping the account number and entering only the account name

• Tracking sales and purchases for a customer who is also a vendor

Entering sales details

• Adding a blank line or header to a list of line items

• Adding a new tax code

• Changing or deleting a comment, shipping method, referral source or payment method

Multicurrency tips

• The currency is wrong for this sale

• The exchange rate for this transaction is different than for other transactions

Managing transactions

• Changing a recurring transaction

• Determining which accounts will be updated by a transaction

• Entering a transaction using a date in a previous fiscal year

• Finding a transaction that's been recorded

• Giving transactions a future date (post-dating them)

• Starting a new transaction over (Sales)

Formatting invoices

• Changing the look of your printed invoices

• Printing more than one sale, statement, purchase or payment notification on a page

• Specifying a special invoice layout for each customer

Tracking discounts, credits and refunds

• Making refunds

Fixing problems

• A customer doesn't have a card

• Fixing errors in a sales transaction

• If you don't see the account you want to use

• If you see Delete in the Edit menu but you want to reverse a transaction

• If you see Reverse in the Edit menu but you want to delete a transaction

• Problems sending the transaction to email/fax/disk

• Problems when attempting to include reimbursements on invoices

• Some columns don't appear in the Sales window

• The date is displayed in the wrong format

• The date that is displayed is incorrect

• The invoice number that's displayed is incorrect

• The tax amount on an invoice is wrong

• Two transactions have been assigned the same invoice number

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