Sales Window

Select a task you want help with:

Enter a sales invoice

Change the sales tax amount charged on transaction

Change the tax code applied to an item on an invoice

Allocate invoice item amounts to a project

Add a time slip amount to an invoice (Premium)

Add shipment tracking information to an order or invoice

Add additional information to an invoice

Display the Revenues Transaction Detail report

Print an invoice

E-mail an invoice

Print a packing slip for an invoice (Premium)

Export an invoice to a Sage Simply Accounting User

Import an invoice from a Sage Simply Accounting User

Change print options for invoices

Look up a transaction

Look up the credit card information used in a sales invoice

Adjust an invoice

Void an invoice

Save a recurring transaction

Open a recurring transaction

Find the keyboard shortcuts for invoices

Find the keyboard shortcut to open the form option settings for packing slips (Premium)

Change the terminology Sage Simply Accounting uses for sales invoices (Premium)

Select a task you want help with:

Enter a sales order

Change the sales tax amount charged on an order

Change the tax code applied to an item on an order

Allocate an ordered item amount to a project

Add shipment tracking information to an order

Add additional information to an order

Display the Revenues Transaction Detail report

Print an order

E-mail an order

Export an order to a Sage Simply Accounting User

Import an order from a Sage Simply Accounting User

Change print options for orders

Recall recurring transaction

Save a recurring transaction

Look up an order

Adjust an order

Remove an Order

Convert a sales order into an invoice

Find the keyboard shortcuts for orders

Change the terminology Sage Simply Accounting uses for sales orders (Premium)

Select a task you want help with:

Enter a sales quote

Change the sales tax amount charged on a quote

Change the tax code applied to an item on a quote

Allocate a quoted item amount to a project

Add shipment tracking information to a quote

Display the Revenues Transaction Detail report

Print a quote

E-mail a quote

Export a quote to a Sage Simply Accounting User

Import a quote from a Sage Simply Accounting User

Change print options for quotes

Save a recurring quote transaction

Open a recurring quote transaction

Look up a quote

Adjust a quote

Remove a quote

Convert a quote to an order or invoice

Find the keyboard shortcuts for quotes

Change the terminology Sage Simply Accounting uses for sales quotes (Premium)