Making sales
Handling customer credits
Receiving customer payments

Applying customer credits and writing refund checks
To apply a customer credit (from the Sales Register)
To apply a customer credit (from the Receive Payments window)
To write a refund check (from the Sales Register)
To write a refund check (from the Receive Payments window)

Changing sales
To change a quote
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 convert a quote to an invoice using the Sales Register

Creating customer credits
To create a customer credit
To create a customer credit by receiving more money than what is owed, see Note: If the customer overpaid you
To credit a customer's account for an item invoice when the customer didn't return all the  items
To reverse an invoice
To track work on retainer using a customer credit
To use a customer credit to remove a customer's bad debt

Editing lines on an invoice
To insert a line
To delete a line
To insert a header
To insert a subtotal

Entering payments from customers
Step 1: Identify where the money from the payment will be recorded
Step 2: Enter details about the payment from a customer
Step 3: Indicate which sales will be affected by the payment
Step 4: Record the Receive Payment transaction

Entering payments from customers using the Bank Register
Step 1: Identify where the money from the payment will be recorded
Step 2: Enter details about the payment from a customer
Step 3: Record the Recieve Payment transaction

Entering sales
Step 1: Choose the sale you want
Step 2: Enter information about the customer
Step 3: Enter line items
Step 4: Enter additional sales information
Step 5: Record the sale

Entering sales using the Bank Register
Step 1: Select the account where the money from the sales transaction will go
Step 2: Enter details about the transaction
Step 3: Indicate which accounts will be affected by the transaction
Step 4: Record the transaction

Finding sale transactions
To find a sale
To find a recurring sale
To find a customer credit before it's settled
To find a customer credit after it's applied
To find a customer credit after writing a refund check for it
To find a payment from a customer

Printing invoices
To choose the forms you want to print
To choose a form layout for your sales forms
To print and reprint your invoices
To reprint a single invoice

Printing statements
Choose the statements you want to print
Choose the form layout for your statements
Print your statements

Removing sale transactions
To remove a quote
To remove an invoice with no payment applied to it
To remove an invoice with a payment applied to it
To remove a recurring sales template
To remove applied customer credits or customers' refund checks
To remove a payment from a customer

Reversing sale transactions
To reverse an invoice
To reverse an applied customer credit
To reverse a customer's refund check
To reverse a payment from a customer
To reverse a payment from a customer that was recorded on a bank deposit for undeposited funds
To track a bounced payment from a customer
To reverse a bounced payment from a customer that was recorded on a bank deposit of grouped  undeposited funds

Reviewing your sales information
To change a sales transaction from the Find Transactions window
To display a list of all sales on your screen using the Transaction Journal
To print a list of all your recurring sales templates
To print a list of all your sales
To print a list of your sales by status
To view a sale's history
To view sales in the Sales Register
To view the amounts you're owed

Tracking bounced checks from customers
To reverse a bounced payment from a customer that was recorded on a bank deposit of grouped  undeposited funds
To track a bounced payment from a customer

Tracking work on retainer
To track work on retainer using a customer credit

Using recurring sales
To use a recurring sales template