![]() ![]() You may need to specify additional information if manually entering customer data, such as selecting the desired sales terms from the “Terms” drop-down, for example. If you select a customer from the drop-down, then their information will automatically populate the fields in the form. You enter customer information into sales forms by using the “Customer: Job” drop-down to select a customer you have entered into the “Customer List,” or by typing the customer information into the “Bill To” and “Ship To” areas of the form. ![]() The particular invoice form used for the transaction can be changed by using the “Template” drop-down in the upper right corner of the invoice form to select the particular type of invoice to use for the transaction. To create an invoice, select “Customers| Create Invoices” from the Menu Bar. The invoice lists the customer’s information, along with an itemized list of how much that customer owes for the goods or services purchased. When a customer agrees to make a purchase for which payment will be made at a later point in time, you enter the sale into an invoice. ![]()
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March 2023
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