|
Sales Overview
Customer Credits Overview
Customer Payments Overview
Applying customer credits and writing refund checks
To apply a customer credit (from the Sales Register)
To apply a customer credit (from the Customer Payments window)
To write a refund check (from the Sales Register)
To write a refund check (from the Customer Payments window))
Billing for time
Step 1: Choose the customer whose sale you want to create
Step 2: Enter the amount you want to bill for each activity slip
Step 3: Prepare the time billing invoice
Step 4: Complete the sale
Step 5: Choose what you want to do with the transaction
Changing sales
To change a quote or order
To change an invoice
To change a recurring template’s name or frequency
To change a recurring template’s line items and other information
To convert a quote into an order or invoice using the Sales window
To convert a quote into an order or invoice from the Sales Register
To convert an order into an invoice using the Sales window
To convert an order into an invoice using the Sales Register
Creating customer credits
To create a customer credit for no specific reason
Entering customer payments
Step 1: Identify where the money from the customer payment will be recorded
Step 2: Enter details about the customer payment
Step 3: Indicate which sales will be affected by the customer payment
Step 4: Choose what you want to do with the customer payment
Entering sales
Step 1: Choose the sale you want
Step 2: Enter information about the customer
Step 3: Bill the customer for reimbursable job expenses (optional)
Step 4: Enter line items
Step 5: Complete the sale
Step 6: Choose what you want to do with the sale
Finding sale transactions
To find a sale
To find a recurring sale
To find a customer credit before it’s settled
To find a customer credit after it’s applied
To find a customer credit after you’ve written a refund check for it
To find a customer payment
Printing sales forms, packing slips and labels
To choose the forms you want to print
To choose a form layout for your sales forms
To print and reprint your sales forms
To reprint a single sale
Printing statements
To choose the statements you want to print
To choose a form layout for your statements
To print your statements
Removing sale transactions
To remove a quote
To remove an order with no payment applied to it
To remove an invoice with no payment applied to it
To remove an order with a payment applied to it
To remove a order with a deposit applied to it, and to write a refund check for the deposit amount
To remove an invoice with a payment applied to it
To remove a recurring sales template
To remove an applied customer credit or a customer’s refund check
To remove a customer payment
Reversing sale transactions
To reverse an invoice
To reverse an applied customer credit
To reverse a customer’s refund check
To reverse a customer payment
To reverse a customer payment if it was recorded on a bank deposit for undeposited funds
To track a bounced check
To reverse a bounced check that was recorded on a bank deposit of grouped undeposited funds
Reviewing your sales information
To view sales in the Sales Register
To display a list of all sales on your computer screen using the Transaction Journal
To display a list of open sales on your computer screen using the To Do List
To display a list of recurring sales on your computer screen using the To Do List
To display a list of orders on your computer screen using the To Do List
To print a list of all your sales
To print a list of your sales by status
To print a list of all your recurring sales templates
To view a sale’s history
To change a sales transaction from the Inquiry Register window
To view the amounts you’re owed
To analyze your sales activity
Tracking bounced checks from customers
To track a bounced check
To reverse a bounced check that was recorded on a bank deposit of grouped undeposited funds
Tracking work on retainer
To track work on retainer using a customer credit
To track work on retainer using an order
Using customer credits to remove customers’ bad debts
To use a customer credit to remove a customer’s bad debt
Using recurring sales
To record a recurring sale
Sales Table of Contents