The Professional layout of the
Sales window enables you to record the sale of items and services that are not in your Items List. You can assign a date to each line on the invoice, which is suitable when invoicing for services that have been provided over a period of time.
Select Quote,
Order or
Invoice from the drop-down list.
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 in 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.
Acct No. or Account Name column
The column name that appears depends on whether you have selected the Select and Display Account Name, not Account Number option in the
Windows view of the
Preferences window.
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 will appear to indicate 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, beneath the
Tax column.
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 does make a payment at the time of the sale, type or select the payment method that is used. This field is not available when viewing recorded invoices or saved orders that have at least one payment applied to them.
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 is available 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.
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 the transaction can be recorded.
Click to open the Transaction Journal window where you can view your Sales Journal entries.
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Item: Use this layout to sell items and services that are in your Items List.
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Service: Use this layout to sell items and services that are not in your Items List.
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Professional: Use this layout to sell services provided over a period of time.
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Time Billing: Use this layout to charge customers for activities you have performed and recorded using activity slips. If you want, you can include items from your Items List on Time Billing invoices.
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Miscellaneous: Use this layout to record sales adjustments or sales transactions that you don’t need to print or email an invoice for.
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Click to open the Sales Register window where you can view a list of your sales.
If you have created a quote, click Save Quote to save it. If you have created an order or an invoice, click
Record to save it.
