Sale Summary

Screen: Sale Summary

Throughout the program you will find that many of the screens prompt you for required information using the yellow highlight bar.

In the case of a sale the first important information is the “Customer Name” field. Press the blue disclosure to select the customer that the sale is for. There is a default customer created for you called “Cash Sale”. This is used when you wish to enter a sale without specifying the customer. If you wish to create the sale for a specific customer then, if you have not done so previously, press the “+” button at the top right of the screen to create a new customer.

Most information on the sale screen is populated for you. However you may need to adjust the “Sale Date” to the date of the sale.

The "Sale Summary" screen is used to enter details about the sale like the sale date, due date, billing address, etc. The items that are sold are entered on the "Sale Line Items" screen.

The "Invoice Type" field determines whether the invoice has quantities and units of measure or now.

• An "Itemised" invoice shows both quantities and units of measure by default.
• A "Service" invoice does not show either the quantity or the units of measure.

You are also required to enter the sale line items for the sale. Every sale must have at least one line item. The line items are where you enter the details of the sale. Press the “Add new sale line item” line to create a new line item on the sale.

You will be required to enter a sale description that summarises the purpose of the sale. If you do not do this then the description from the first line item will be used as the sale description.