Recording sales in AccountRight is easy, and there's lots of information you can record.

You can track the stage and progress of each sale, from quote to invoice:

• A quote records an estimated price you have quoted to a customer. A quote can be changed to an order or an invoice when your customer is ready to buy.
• (Not Basics) An order is a sale where no services or goods have been delivered. Orders don’t create transactions unless the customer has paid you a deposit. An order can be changed to an invoice.
• 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 or an order.

And to help you record the information you need about each sale, there are several layouts you can choose from:

• Item: If you've set up items and services in your Items List, use this layout to easily select what's being sold.
• Service: Use this layout to sell items and services that are not in your Items List.
• Professional: This layout is ideal if you want to keep track of the progress of work you're doing for a client. You can record the dates of the work performed.
• Time Billing (Plus and Premier only): If you're tracking time using activity slips, use this layout to bill the client.
• Miscellaneous: Only use this layout when recording adjustments, or sales that will never require a form to be printed or emailed.

Here's an item invoice for the customer Footloose Dance Studio. They purchased a couple of water coolers, so we've prepared an invoice for them.

You can record a sale using the Sales window (like above). This window enables you to record lots of information about the sale, the payment, freight, and tax.

A quicker way to enter a sale is using the Bank Register window. You only record the key information about the sale, but you can record more detail later.