The Professional layout of the Sales window enables you to record the sale of items and services that are not in your Items List. You can assign a date to each line on the invoice, which is suitable when invoicing for services that have been provided over a period of time. Available fields may differ depending on type of form selected.
Ship To
Invoice #
This field displays the default terms assigned to sales for this customer. If you want to change the terms for this sale, click the zoom arrow next to this field. If you want to change the terms for future sales to this customer, click the zoom arrow next to the Customer field and then click the Selling Details tab.
This field only appears if there is a credit on file for the customer selected. Click the zoom arrow to the left of the amount to open the Returns & Credits tab of the Sales Register window.
Calendar Event [Mac only]
Acct # or Account Name column
The column name that appears depends on whether you have selected the Select and Display Account Name, not Account Number option in the Windows view of the Preferences window.
Tax column
Type the date you expect to provide the services on the invoice or deliver the items. If the transaction is an order, this date will be placed as a reminder in the Orders view of the To Do List.
This field displays the total tax amount, based on the selected tax code. The tax code rate appears to the left of the field name. If you want to change the tax amount, click the zoom arrow next to this field. You cannot change the amount if the transaction has been recorded.
Note that changes to the tax amount are reported in the Tax Exception Review step of the Company Data Auditor.
If you want to assign a code to the entire transaction, type or select it in the field to the right of the Tax field, beneath the Tax column.
If a payment is made at the time of the sale and you have selected a payment method, click this button to enter additional information about the payment. If you subscribe to the Merchant Account Service, you can also authorize the payment by clicking Details.
Click to open a shortcut menu of common actions and tasks associated with the selected sales record. Choose a task from the list. For example, if you select Save As Recurring, the Edit Recurring Schedule window appears. Actions available from the menu vary depending upon the type and layout of transaction.
