Sales window - Service layout
To track work on retainer using a customer credit
To track work on retainer using an order
To save a report as a PDF file that you can attach to an email
To view sales in the Sales Register
To change a recurring template’s line items and other information
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 Inquiry Register window
To convert a quote into an order or invoice using the Sales window
To convert an order into an invoice using the Sales window
To remove an order with a payment applied to it
To remove an order with no payment applied to it
To credit a customer’s account for an item invoice when the customer didn’t return all the items
Using customer credits to remove customers’ bad debts
To use the Sales window - Service layout