Entering sales

Step 6: Choose what you want to do with the sale

Step 1 > 2 > 3 > 4 > 5 > 6

If you haven’t already read the Sales Overview, see Choosing what to do with the sale for more information.

To see how the sale will affect your financial records

Choose Recap Transaction from the Edit menu to view the accounting entries that will be made to your financial records when you record the sale.

To print and record a sale

  1. Click the Print button in the Sales window.
  2. A message appears, explaining that the transaction will be recorded before it’s printed. Click OK to begin the printing process.

To record the sale

To record the sale without printing it, click the Record button.

To save the sale as a recurring sale

The sale you want to save should be displayed in the Sales window.

  1. Click the Save Recurring button to open the Save Recurring Template window.
  2. Enter the necessary information about the template in this window.
  3. Click Save Template to close the Save Recurring Template window.
  4. If you want to record the sale as an actual transaction now, click the Record button in the Sales window. If you don’t want to record the sale at this time, click the Cancel button.

Entering sales - Step 6