Sales
>
Entering sales
> Entering a sales transaction
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 Lead Card
■
Sending forms
■
Publishing to iCal
■
Manage Retainers, Escrows & Trusts
■
Progress Billing
Top of page
