Entering sales

Step 5: Complete the sale

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

If you haven’t already read the Sales Overview, see Completing the sale for more information.

To enter payment details
To change tax amounts

The actual fields that appear at the bottom of the Sales window differ, depending upon the sale layout you’ve selected. Some of the fields may be filled in automatically if you selected default entries in the customer’s card file. All the following fields are optional; complete only those that apply to the sale you’re entering:

  • Salesperson
  • Comment
  • Ship Via
  • Promised Date
  • Freight
  • Journal Memo
  • Referral Source
  • Paid Today
  • Payment Method
  • Already Printed or Sent

To add, edit or delete menu options in the Select From Lists for the Comment, Ship Via, Referral Source or Payment Methods fields, see To add or edit Sales Information or To delete Sales Information.

To enter payment details

Click the Details button to enter additional information about the customer’s payment in the Applied Payment Details window, if you wish.

You can deposit the amount listed in the Paid Today field into a designated account or the Undeposited Funds Account.

If you want, you can change the Deposit to Account account by selecting Linked Accounts from the Setup menu. Choose Receivables Accounts to display the Accounts Receivable Linked Accounts window. Enter an account with checking privileges in the Checking Account for Customer Receipts field.

To change the Undeposited Funds Account, select Linked Accounts from the Setup menu. Choose General Ledger to display the General Ledger & Checkbook Linked Accounts window. Enter an account with checking privileges in the Checking Account for Undeposited Funds field.

To change tax amounts

  1. Click the zoom arrow next to the Tax field to open the Tax Information window.

  2. Enter the new tax amounts in the Tax column.

  3. Click OK. The total tax amount displayed in the Tax field will change to reflect the change you made.

    Click the Recalculate button if you want the tax amount to be restored to an amount that’s based on the tax codes assigned to the transaction.

Warning: Tax amounts change automatically

The amount in the Tax field will change whenever you change an amount in the line item area or the Freight field, regardless of whether you’ve changed the tax amount manually. If you change a transaction’s information after manually changing its tax amount, be sure to review the amount in the Tax field again to ensure that the amount is still the amount you want.

If, at a later time, you realize the original tax amount was correct, open the Tax Information window again and click the Recalculate button. The tax amount will be restored to an amount that’s based on the tax codes assigned to the transaction.

Entering sales - Step 5