Sales > Entering sales > Task 4: Enter additional sales information
The fields that appear at the bottom of the Sales window depend on the type of sale you are creating.
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Enter optional information, such as the name of the salesperson, a comment, shipping method and the promised date of goods or services.
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Invoice Delivery Status
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If you want to print or email the invoice in a batch, select the required delivery method from the list. For more information, see Sending forms in a batch.
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The journal memo is generated automatically. You can change this if you want.
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Click the zoom arrow (
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Type an amount here to indicate how much money the customer paid you at the time of the sale or, if you are creating an order, how much money the customer gave you as a deposit.
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Type or select the payment method. Click Details if you want to enter details about the payment. For example, if you are being paid by credit card, you can record the credit card number and expiry date.
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tip : Recap transaction
Before you record this transaction, you can use the recap transaction feature to view the journal entries that will be created when the transaction is recorded. This is useful for confirming that the journal entries are posted to the correct accounts. To recap, choose Recap Transaction from the Edit menu.
