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 or order
To change an invoice
To change a recurring template
To convert a quote to an order or invoice using the Sales window
To convert a quote to an order or invoice using the Sales Register
To convert an order to an invoice using the Sales window
To convert an order to an invoice using the Sales Register
To track finance charges for one of your customers
Creating customer credits
To create a customer credit
To create a customer credit by receiving more money than what is owed, see To credit a customer's account for an item invoice when the customer didn't return all the items
To delete a order with a deposit applied to it, and to write a refund check for the deposit amount
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 on a sale
To delete a line on a sale
To insert a header on a sale
To insert a subtotal on a sale
Entering payments from customers
To receive a customer payment
To record a payment on an order after you've already recorded the order
Entering payments from customers using the Bank Register
To receive a customer payment using the Bank Register
Entering sales
To sell items to a customer
To sell services to a customer
To enter activities and items on a time billing sale
Entering sales using the Bank Register
To make a sale using the Bank Register
Finding sale transactions
To find a transaction
To find a recurring template
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, packing slips and labels
To choose the forms you want to print
To choose a form layout for your sales forms
To print quotes, orders and invoices
To reprint a single invoice
Printing statements
To print a customer statement
To track finance charges for one of your customers
Deleting sale transactions
To delete a quote
To delete an order with no payment applied to it
To delete an invoice with no payment applied to it
To delete an order with a payment applied to it
To delete a order with a deposit applied to it, and to write a refund check for the deposit amount
To delete an invoice with a payment applied to it
To delete a recurring template
To delete applied customer credits or customers' refund checks
To delete 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 analyze your sales activity
To change a transaction
To display a list of all sales using the Transaction Journal
To display a list of open sales using the To Do List
To display a list of orders using the To Do List
To find a recurring template
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 using 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 finance charges
To track finance charges for one of your customers
Tracking work on retainer
To track work on retainer using a customer credit
To track work on retainer using an order
Using recurring sales
To find a recurring template
To create a recurring template
To record a recurring transaction
To change a recurring template
To delete a recurring template