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 BusinessBasics appears in this column. Click the zoom arrow next to the date to open the Sale window for the transaction. |
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. |
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. |
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. |
Print button |
Click this button to print the contents of this window. |
New Sale button |
Click this button to display the Sales window. |
Close button |
Click this button to close this window. |