Historical Sale window

The Historical Sale window enables you to enter sales that occurred before your conversion month. The balances of the transactions you enter here should equal the outstanding sales balance each customer has with your business.

Field Descriptions

Customer Name

Enter the name of the customer for whom you want to enter the historical sale.

Balance

Displays the current receivables account balance for the customer.

Terms

The credit terms entered in the Selling Details view of the Card Information window for the customer are displayed. You can change the terms for this sale if you want to.

Invoice #

This field automatically displays the next available default invoice number in your company file. You can accept the default number or enter a different number.

Date

Enter a date for the transaction.

Customer PO #

Enter the customer’s purchase order number.

Memo

If you want to, enter a memo for the transaction.The memo text 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.

Job

If you want to, enter or select a job to associate with this transaction.

Category

If you use category tracking, you can enter or select a category to associate with this transaction.

Rate

If you deal in multiple currencies, this field displays the currency for the transaction. You can change this if you want to.

Record

Click to record the historical sale.

Cancel

Click to close the window without saving your changes.

Tips for this window

Related topics

■	Set up sales

■	Creating a customer card