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Working with Transactional Documents |
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Topic: Miscellaneous Transactional Documents such as Sales Invoices, Quotes, Purchase Orders, Bills etc. are all very similar in the way they are created and used. Even though the underlying purpose of the documents may be quite different e.g. a Sales Invoice is for selling and a Purchase Order is for buying etc.
The following topics describe common tasks/data when using Transactional Documents.
Describes the different ways of create a new Transaction Document.
Descriptions of the commonly occurring fields that appear on Transactional Documents.
Information about entering Line Items on the Document i.e. the Items that represent your Products,Services, Expenses etc.
Entering Billing/Shipping addresses Information about the completing the Billing/Shipping tab.
Information about creating related Documents, such as an Invoice from a Quote, or a Credit Note from an Invoice.
How to print Documents, and customize the format for your company.
Emailing Invoices and Transactional Documents How to Email Documents.
Voiding and Deleting Documents Information on Voiding and Deleting Documents.
Tracking and viewing the complete history of a Document.
Viewing Document Account Entries Looking at the Double Entry Bookkeeping Credit/Debit entries for Posting Documents.
Saving Documents without posting their values to the Accounts.
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