Window Overview | To use this window | Fields in this window | To find this window

Making sales

Entering sales using the Sales window

Recording customer orders

To insert a line

To insert a header

To insert a subtotal

To delete a line

Printing, emailing and faxing sales

To print and record a sale

To email a sale

To fax a sale

To save a report as a PDF file

Viewing sales

To view a sale's history

To view sales in the Sales Register

Changing, removing and reversing sales

To change a recurring template's line items and other information

To change an invoice

To change a recurring template's name or frequency

To change a recurring template's line items and other information

To change a sales transaction from the Find Transactions window

To convert a quote to an invoice using the Sales window

To remove a quote

To reverse an invoice

Other ways to use this window

To credit a customer's account for an item invoice when the customer didn't return all the  items

Creating customer credits

Using customer credits to remove customers' bad debt