Billing for time

Step 4: Complete the sale

Step 1 > 2 > 3 > 4 > 5

If you haven’t already read the Sales Overview, see Billing for time for more information.

You can make many of the same entries on a time billing invoice as you do on other sales layouts to complete the transaction.

  1. The status of the sale is Invoice. You can change the status to a quote or order, if you wish. To do this, click the arrow in the upper left corner of the Sales window and select Quote or Order.
  2. The actual fields that appear at the bottom of the Sales window may be filled in automatically if you selected default entries in the customer’s card file. All the following fields are optional; complete only those that apply to the sale you’re entering:

  • Salesperson
  • Referral Source
  • Comment
  • Paid Today
  • Promised Date
  • Payment Method
  • Journal Memo
  • Already Printed or Sent

To add, edit or delete menu options in the Select From Lists for the Comment, Referral Source or Payment Methods fields, see To add or edit Sales Information or To delete Sales Information.

To enter payment details

Click the Details button to enter additional information about the customer’s payment in the Applied Payment Details window, if you wish.

You can deposit the amount listed in the Paid Today field into a designated account or the Undeposited Funds Account.

If you want, you can change the Deposit to Account account by selecting Linked Accounts from the Setup menu. Choose Receivables to display the Account Receivable Linked Accounts window. Enter an account with checking privileges in the Checking Account for Customer Receipts field.

To change the Undeposited Funds Account, select Linked Accounts from the Setup menu. Choose General Ledger to display the General Ledger & Checkbook Linked Accounts window. Enter an account with checking privileges in the Checking Account for Undeposited Funds field.

Billing for time - Step 4