Entering sales

You enter a sale as a quote, order or invoice.

■	A Quote records an estimated price you have quoted to a customer, without creating a transaction. A quote has no impact on your inventory levels and can be changed to an order or an invoice when your customer is ready to buy.

■	An Order is a sale where no services or goods have been delivered. While orders don’t affect your financial figures, they do affect your committed inventory numbers. Orders don’t create transactions unless the customer has paid you a deposit. An order can be changed to an invoice.

■

An Invoice is usually created when you deliver the items or services the customer ordered. It will update the appropriate accounts, including the account for tracking receivables. Invoices can be open (unpaid), closed (paid), or credit (negative sale). An invoice can’t be changed to a quote or an order.

You can enter a sale in:

■	the Sales window

■	the Bank Register window.

The procedure describes in this section is for entering a sale in the Sales window, which enables you to record the full details of a sales transaction.

Bank Register window

Entering a sale in the Bank Register window is a fast way to enter a sales transaction. However, you can enter less detail about the sale than if you entered it in the Sales window. For more information, see Entering transactions in the Bank Register window.

tip : Publish invoices to iCal

If you use iCal to plan your day-to-day activities, you can publish invoices to iCal. This enables you to keep all of your tasks in one application. For more information, see Publishing to iCal.

Entering a sales transaction

Complete the following steps to enter a sales transaction:

Task
1	Enter information about the customer
2	Choose the type of sale
3	Enter the items or services you are selling
4	Enter additional information about the sale
5	Complete the sale

Related topics

■	Creating a customer card

■	Sending forms

■	Publishing to iCal