Task 2: Choose the type of sale
In this step, choose the required status and layout for the transaction you are creating. The layout displayed in the Sales window is determined by the default selection you made when setting up sales details (using the Sales Easy Setup Assistant) or when creating the customer’s card.
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1
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Check if the default layout is appropriate. There are five layouts: Service, Item, Professional, Time Billing and Miscellaneous. The layout determines what fields appear on the Sales window. If you want to change the default layout:
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a
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note : Miscellaneous layout
The Miscellaneous layout is used only for sales where a printed form is not needed.
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b
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Select the appropriate layout and click OK.
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2
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Select the status from the list in the top left corner of the window: Quote, Order or Invoice.
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