Preferences window—Sales viewAutomatically Print/E-mail/Fax/Save to Disk Sales When They are Recorded (Invoices, Orders and Quotes)If you want to automatically print, email, fax or save to disk your sales (except Miscellaneous sales) when you record them, select this option and then select your preferred default action from the list.Note that the form template that will be used when automatically printing, emailing, faxing or saving a sale is the form that’s selected in the Printed Form field of the Selling Details view of the customer’s card.Print Packing Slips When Invoices/Orders/Invoices and Orders are PrintedIf you want to automatically print a packing slip when you print an invoice or order, select this option. If you select this option, you need to select whether you want to print packing slips when printing invoices only, orders only, or both invoices and orders.If you want to be alerted when you select a customer in the Receive Payments window that has outstanding credits with your company, select this option.If you want to automatically apply customer payments to the oldest outstanding invoices when recording payments in the Receive Payments window, select this option. You can redistribute the payment to other invoices if you want.If you want to show the customers’ purchase order numbers in the Receive Payments window and Settle Returns & Credits windows instead of your invoice numbers, select this option.Make a Reminder Log Entry for Every Sale [System-wide]Warn for Duplicate Invoice/Customer PO/Invoice and Customer PO Numbers on Recorded Sales [System-wide]If you want to be alerted when you attempt to record a sale that has a invoice number or customer purchase order number that you have already used, select this option. If you select this option, select whether you want the alert to appear only when duplicate invoice numbers, customer purchase order numbers, or both invoice numbers and customer purchase order numbers are detected.Note that if you select this option, it may take more time to record a sale. Note also that the selection you make in this field will determine which records are checked for duplicate numbers when importing sales.If you enter a quantity in the Backorder column of an item sale, an order will automatically be created for the items when you record the sale. If you want to assign the invoice’s number to the order that is automatically created, select this option. If you don’t select this option, the next available invoice number will be allocated to the order.If you want to retain the invoice number assigned to a quote when changing it to an order or invoice, select this option. If you don’t select this option, the next available invoice number will be used on the order or invoice.If Credit Limit is Exceeded on Sale, Warn and Continue/Prevent Unless Overridden [System-wide]If you have signed in to your company file as the Administrator, you can choose whether you want to be warned or prevented from recording an invoice when the customer’s credit limit will be exceeded as a result of recording the sale. If you want to be alerted, select this option and then choose the default action:
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