Entering sales
You enter a sale as a quote or invoice.
- A quote records an estimated price you have quoted to a customer. A quote can be changed to an invoice when your customer is ready to buy.
- An invoice is usually created when you deliver the items or services the customer ordered. Invoices can be open (unpaid), closed (paid) or credit (negative sale). An invoice can’t be changed to a quote.
You can enter a sale in:
- the Sales window
- the Bank Register window.
Bank Register window Entering a sale in the Bank Register window is a fast way to enter a sales transaction. However, you can enter less detail about the sale than if you entered it in the Sales window.
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