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The sales quick entries list

Created on  | Last modified on 

Summary

Information on the sales quick entries list in Sage Accounting.

Description

The sales quick entries tab shows every quick entry invoice or credit you've entered for your customers. Check the invoice date, customer and amount all in one place.

Resolution

  1. Go to Sales.
  2. Select Quick entries.

From here you can:

  • Create a new sales quick entry
  • View details of existing invoices and credits by selecting it on the list
  • Search for a particular transaction by company name, transaction number or the total value

The actions toolbar

The action toolbar appears when you select the checkbox next to one or more invoices.

Toolbar available after selecting an invoice or credit.

From the toolbar, you can do one of the following:

From the quick entries list, you can:

aye just change this bit to this:

Print The sales list opens in a new window or tab and you can print it from your browser menu.
Email Use this option to email a copy of the invoice as an attachment. If you've selected invoices for different customers, you can send separate emails to each.
CSV Depending on your Internet browser, the sales list either downloads automatically or you receive a prompt asking you to save the file.