Choose the type of sale
Choose the type and layout for the sale. The default layout displayed in the Sales window is determined by the selection you made when setting up sales details (using the Sales Easy Setup Assistant) or when creating the customer’s card.
1 If you want to, change the layout. There are four layouts: Service, Item, Professional and Miscellaneous. The layout determines what fields appear on the Sales window.
a Click Layout. The Select Layout window appears.
b Select the appropriate layout and click OK.
NOTE: Miscellaneous layout The Miscellaneous layout is used only for sales where a form does not need to be printed or emailed.
2 Select the type from the Sales Type list in the top‐left corner: Quote or Invoice.
NOTE: Recording customer orders You can track customer orders by entering the transaction as an invoice sale and entering the deposit paid by the customer in the Paid Today field. When you supply the item, record the customer’s payment as you normally would, using the Receive Payments window.
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