Click Reimburse to see a list of all the job purchases and expenses you have assigned a job number to, that can now be reimbursed on the sale.

You should enter the credit limit you've assigned in each customer's card. If you want to stop sales from being recorded for customers who have exceeded their credit limit, you can place them on hold.

The default number shown in the Invoice No. field is the next available number. When you click in the Invoice No. field, Auto # appears to confirm that the number has been automatically selected for you. You can type a different number into the field if you want. Subsequent invoice numbers will then increment from the new number. If your invoice number includes letters, the letters won't automatically appear in subsequent invoice numbers (you'll need to enter these each time).

If the customer gave you a purchase order for this transaction, you can enter that purchase order number in the Customer PO No. field. You can search for sales by the customer's purchase order number.

Yes. The default sale layout displayed in the Sales window is determined by the selection you made when setting up sales details (using the Sales Easy Setup Assistant). You can override this selection in the Selling Details tab of the customer’s card.

You can also choose the default customised form to use when printing or emailing a sale to a customer.

Yes. You can personalise the invoice form to add the Line Tax field. Then when you email or print the invoice it will display tax/GST on each line.

Here's how:

1. Go to the Setup menu and choose Customise Forms.
2. Select the form to be customised then click Customise.
3. Right-click on the form where the transaction lines are displayed and choose Show/Hide Columns.
4. In the Available Columns list, click Line Tax then click Show.
5. Click OK.
6. Click Print Preview to see what the form will look like.
7. Make any necessary changes.
8. When you're happy with the changes, save the form.

Have you selected the Miscellaneous sale layout? This layout should only be used for sales where a form does not need to be printed or emailed. For example, bad debt write-offs.

If some sales you record are very similar, or you record them frequently, you can save the sale as a recurring transaction 'template' that you can use again.

Click Save as Recurring. In the Recurring Schedule Information window, enter the necessary information and click OK. If you've already saved a recurring sale, click Use Recurring to create a sale based on the recurring transaction.

Click the zoom arrow next to the Tax/GST field to view or change the tax (Australia) or GST (New Zealand) amounts assigned to the sale. Be aware that changes to a transaction's calculated tax/GST won't be reflected in BASlink or GST Return calculations.

Yes, if you want to record the sale and create a purchase order at the same time, click Create PO. The quote or order is recorded and the Purchases window appears.

You can enter a brief description in the Journal Memo field. You can search for sales using the text you enter in this field. If you don't want this information to appear on printed/emailed sales, ensure that the Memo field is not included on the form.

To add, edit or delete the list of comments, shipping methods, referral sources and payment methods, go to the Lists menu > Sales and Purchases Information window.

You can also type a comment directly into the Comment field. This is an easy way to add a note to the customer's invoice.