This field displays the default terms that are assigned to sales for this customer. If you want to change the terms for this sale, click the zoom arrow next to this field. If you want to change the terms for future sales made to this customer, click the zoom arrow next to the
Customer field and then click the
Selling Details tab.
If you are using Mac OS X 10.4 or higher, you can publish this invoice to iCal by selecting this option. When you publish an invoice, a new Event is created and appears in the iCal calendar on the date when the payment is due. The Event includes the title of the transaction, transaction number, transaction date and payment amount.
If you charge tax and show each amount on the transaction as tax inclusive, select this option. the totals in the Amount column will include tax. If you want the tax amount to be added at the end of the sale, do not select this option. The totals in the Amount column will be shown as tax exclusive.
Type or select the item you want to sell. Only items that have the I Sell This Item option selected in the
Profile view of the
Item Information window can be entered in this column.
The name you entered in the Item Information window appears in this column. You can edit it if you want. If you selected the
Use Item Description option in the item’s record, and have entered text in the
Description field in the
Item Details tab of the
Item Information window, that text will appear instead of the item name.
If you are giving the customer a discount, enter the discount percentage. If you have entered a discount percentage in the
Selling Details view of the
Card Information window, this percentage appears automatically.
This column is used to indicate the line items on which you want to charge sales tax. To indicate that a line item is taxable, click in this column. A mark appears, indicating that the line item is taxable. You can assign a tax code to the entire transaction by entering the code in the field to the right of the
Tax field and beneath the
Tax column.
If the freight charge is taxable, click in the field next to the Freight field. If you selected
Taxed in the
Tax on Freight field in the
Selling Details view of the
Card Information window for this customer, a mark automatically appears in this field. To remove the mark, click it.
This field displays the total tax amount, based on the selected tax code. The tax code rate appears to the left of the field name. If you want to change the tax amount, click the zoom arrow next to this field. You cannot change the amount if the transaction has been recorded.
Note that changes to the tax amount are reported in the Tax Exception Review step of the Company Data Auditor.
If the customer makes a payment at the time of the transaction, enter the payment method used, or click the search icon to display a list of payment methods to choose from. If you want, you can create a new payment method.
If a payment is made at the time of the sale and you have selected a payment method, click this button to enter additional information about the payment. If you subscribe to the Merchant Account Service, you can also authorize the payment by clicking Details.
This field displays the total of the payments and credits that have already been applied to this transaction. This field appears only when viewing recorded invoices or saved orders that have at least one payment applied to them.
Click to display the Exchange Rate window. This window displays your current currency, the Transaction Exchange Rate and the Current Exchange Rate. This button appears only if you selected the
I Deal in Multiple Currencies option in the
System view of the
Preferences window.
Click to display the Gross Profit,
Margin and
Cost on either the line item or the entire sale for an
Order,
Quote or
Invoice. The Profit Analysis displays information based on a
Selected Line item or an
Invoice Total.The amounts calculated are based on the currrent cost of an item that is sold and inventoried. If a line item is not selected, the
Invoice Total section will display the same information for the entire invoice.
If you use the categories feature, type or select the category to which you want to assign this transaction. This field appears only if you selected the
Turn Category Tracking On option in the
System view of the
Preferences window. If you also selected the
Required option when you chose that preference, you need to select a category before you can record the transaction.
Click to open the Transaction Journal window where you can view your Sales Journal entries.
Click to open the Sales Register window where you can view a list of your sales.
If you have entered a quote, click Save Quote to save it. If you have entered an order or an invoice, click
Record to save it.
