1. Go to the Sales command centre and click Enter Sales.

2. Select the Customer's Card.

   If a Customer Card has not been created, you must create one before recording the trade-in. For more details, see our page on Adding a customer.

3. Enter the Invoice # and Date.
4. On the first line, enter the Ship quantity of the item being sold, enter the Item Number, Description and Price.
5. On the second line, enter a negative one (-1) in the Ship field. Enter the Item Number of the new Item that was setup and then enter the Price, being the value of the trade-in.
6. Enter the other transaction details as required then click Record.

The window below shows a sample Invoice with the trade-in deduction.

Before recording the Bill, you will first need to setup a Supplier type Card for the customer, and an Item for the 'thing' being traded in. When setting up this Item, ensure that the I Purchase This Item option is activated and that the relevant cost of sales account (5-xxxx) is selected (You may also want to select the I Inventory This Item and also the I Sell This Item options).

1. Go to the Purchases command centre and click Enter Purchases.
2. Select the Supplier Card that was specifically setup for the customer.
3. Click the Layout button, choose Item and click OK.
4. Enter the Purchase #, Date, Memo and the other purchase details.
5. Enter the quantity Received, Item Number, and then enter the Price - using the same price as entered for the trade Item on the sales Invoice. Enter this amount as a positive, for example $2500.00.
6. Check the transaction then click Record.

The window below shows a sample Bill for a traded-in item.

1. Go to the Purchases command centre and click Pay Bills.
2. Select the Supplier Card that was specifically created for the customer.
3. Select the Pay From Account option then enter the Trade-in Clearing account in the adjacent Account field.
4. Enter the Memo, Date and Amount.
5. Enter the Amount Applied against the Bill for the trade-in item.
6. Check the transaction details then click Record.

The window below shows a sample of the Pay Bills transaction. This will close the Bill and clear the Trade-in clearing account balance.

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.