Entering sales

Step 1: Choose the sale you want

Step 1 > 2 > 3 > 4 > 5 > 6

If you haven’t already read the Sales Overview, see Status of the Sale and Entering sales invoices, quotes and orders for more information.

To choose the status of the sale
To change a sale’s layout

To choose the status of the sale

The Sales window should be displayed.

  1. If you’d like a status other than the one displayed in the status field, click the arrow to view a drop-down list.

  2. Choose Quote, Order or Invoice from the drop-down list.

To change a sale’s layout

The Sales window should be displayed.

  1. The layout displayed in the Sales window is determined by the default setting on the customer’s card. If you wish to change this layout, click the Layout button to display the Layout window.

  2. Choose the layout (service, item, professional, time billing or miscellaneous) you want to use.

    If you want to create a time billing invoice, we recommend that you use the procedure Billing for time instead of this procedure.

  1. Click OK.

Entering sales - Step 1