Fields in the Historical Sale window

Fields in this window

Historical Sale window

Customer Name

In this field, enter the name of the customer for whom you want to enter the historical sale.

Balance

This field displays the current accounts receivable balance for the customer.

Terms

In this field, the credit terms entered in the Selling Details view of the Card Information window for the customer are displayed. If you wish to change the terms for this sale only, click the arrow to open the Credit Terms window and make changes or additions.

Invoice #

When you begin to create a transaction in this window, this field will automatically display the next available invoice number which will become the actual transaction number when it's recorded into the data file. This ensures that two or more users won't create transactions with the same transaction number at the same time.

If you highlight the field, Auto # appears. You can choose to:

Delete Auto # and enter a new number for the transaction or

Leave Auto #. The assigned number will appear again when you leave this field.

If you choose to enter a new number in the Invoice # field and then record the transaction, the next time you begin to enter a sale, the Invoice # will automatically increase the number you previously entered by one. This will continue until you again change the number entered in the Invoice # field and record the transaction.

Date

Enter a date for the transaction.

Customer PO #

In this field, enter the customer’s purchase order number.

Memo

Enter a memo for the transaction. If you leave the words that are entered automatically, the memo will help identify the transaction in the Transaction journal.

Total Including Tax

Enter the total remaining amount due for the sale, including tax (not the original amount of the sale).

Tax Code

Select the tax code that applies to the sale.

Tax

Based on the amount you entered in the Total Including Tax field and the Tax Code you selected, the calculated tax portion of the total appears here.

Click the zoom arrow next to the tax amount to open the Tax Information window and change the tax amount, if you wish.

Exchange Rate button

Click the button to open the Exchange Rate window. This window displays your current currency and the Transaction Exchange Rate and Current Exchange Rate. This information is view-only.

This icon appears only if you marked the I Deal in Multiple Currencies field in the System view of the Preferences window.

Record button

Click this button to record the historical sale transaction you’ve made in this window.

Cancel button

Click this button to leave this window.

*Customer Name*	In this field, enter the name of the customer for whom you want to enter the historical sale.
*Balance*	This field displays the current accounts receivable balance for the customer.
*Terms*	In this field, the credit terms entered in the Selling Details view of the Card Information window for the customer are displayed. If you wish to change the terms for this sale only, click the arrow to open the Credit Terms window and make changes or additions.
*Invoice #*	When you begin to create a transaction in this window, this field will automatically display the next available invoice number which will become the actual transaction number when it's recorded into the data file. This ensures that two or more users won't create transactions with the same transaction number at the same time. If you highlight the field, Auto # appears. You can choose to: Delete Auto # and enter a new number for the transaction or Leave Auto #. The assigned number will appear again when you leave this field. If you choose to enter a new number in the Invoice # field and then record the transaction, the next time you begin to enter a sale, the Invoice # will automatically increase the number you previously entered by one. This will continue until you again change the number entered in the Invoice # field and record the transaction.
*Date*	Enter a date for the transaction.
*Customer PO #*	In this field, enter the customer’s purchase order number.
*Memo*	Enter a memo for the transaction. If you leave the words that are entered automatically, the memo will help identify the transaction in the Transaction journal.
*Total Including Tax*	Enter the total remaining amount due for the sale, including tax (not the original amount of the sale).
*Tax Code*	Select the tax code that applies to the sale.
*Tax*	Based on the amount you entered in the Total Including Tax field and the Tax Code you selected, the calculated tax portion of the total appears here. Click the zoom arrow next to the tax amount to open the Tax Information window and change the tax amount, if you wish.
*Exchange Rate button*	Click the button to open the Exchange Rate window. This window displays your current currency and the Transaction Exchange Rate and Current Exchange Rate. This information is view-only. This icon appears only if you marked the I Deal in Multiple Currencies field in the System view of the Preferences window.
*Record button*	Click this button to record the historical sale transaction you’ve made in this window.
*Cancel button*	Click this button to leave this window.