Called the Sales, Orders, and Quotes window, if you have turned on the order and quote features for customers. In the Sales, Orders, and Quotes window, you can record a sales quote, sales order, sales invoice, sales credit note, or sales debit note.
Select a task you want help with:
Search for Records or Transactions
Email a Quote, Order, Receipt, or Invoice
Print a Receipt, Quote, Order, or Invoice
Change a Sales Tax Amount on a Transaction
Change a Tax Code on a Transaction
Allocate Transaction Amounts to Projects
Add Tracking Information to a Purchase or Sales Order or Invoice
Add Additional Information to a Transaction
Convert Sales Quotes and Orders
Add and Store a Recurring Transaction