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        <a class="WebWorks_Breadcrumb_Link" href="sales.7.1.htm#1087120">Sales </a> &gt; Entering sales</div>
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      <blockquote>
        <div class="hs_SectionHeading"><a name="1087120">Entering sales</a></div>
        <div class="b_Body"><a name="1087121">You enter a sale as a quote, order or invoice. </a></div>
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                <div class="bb_Bulleted_inner"><a name="1087123">You can enter a </a><span class="ei_EmphasisItalic" style="color: #000000; font-weight: normal;">quote</span> to keep a record of an estimate or quote you have given to a customer. A quote has no impact on your inventory levels and can be changed to an order or an invoice when your customer is ready to buy. </div>
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                <div class="bb_Bulleted_inner"><a name="1087127">An </a><span class="ei_EmphasisItalic">or</span><span class="ei_EmphasisItalic" style="font-family: &quot;Microsoft Sans Serif&quot;; font-size: 9.0pt;">der</span> is a sale where no services or goods have been delivered. While orders don’t affect your financial figures, they do affect your committed inventory numbers. Orders don’t create transactions unless the customer has paid you a deposit. An order can be changed to an invoice.</div>
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                <div class="bb_Bulleted_inner"><a name="1161201">An</a><span class="w_Widgets"> </span><span class="ei_EmphasisItalic" style="color: #000000; font-weight: normal;">invoice</span><span style="font-weight: bold;"> </span>is usually created when you deliver the items or services the customer ordered. It will update the appropriate accounts, including the account for tracking receivables. Invoices can be open (unpaid), closed (paid) or credit (negative sale). An invoice can’t be changed to a quote or an order. </div>
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        <div class="b_Body"><a name="1087132">You can enter a sale in:</a></div>
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                <div class="bb_Bulleted_inner"><a name="1087133">the</a><span class="w_Widgets"> Sales</span> window</div>
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                <div class="bb_Bulleted_inner"><a name="1087134">the</a><span class="w_Widgets"> Bank Register</span> window.</div>
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        <div class="b_Body"><a name="1087135">The procedure described in this </a>section is for entering sales in the <span class="w_Widgets">Sales</span> window, which allows you to record full details about a transaction.</div>
        <div class="hr_RunInHeading"><a name="1153100">Bank Register window</a></div>
        <div class="b_Body"><a name="1153101">Entering a sale in the </a><span class="w_Widgets">Bank Register</span> window is a fast way to enter a sales transaction. However, you can enter less detail about the sale than if you entered it in the <span class="w_Widgets">Sales</span> window. For more information, see <span class="l_Link"><a href="banking.6.6.htm#1108839">Entering transactions in the Bank Register window</a></span>.</div>
        <div class="hmn_ModuleHeadingNoSplit"><a name="1123882">Entering a sales transaction</a></div>
        <div class="b_Body"><a name="1127888">Complete the following steps to enter a sales transaction:</a></div>
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              <div class="tch_TableColHeading"><a name="1127823">Task </a></div>
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              <div class="tch_TableColHeading"><a name="1127825">&nbsp;</a></div>
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              <div class="tch_TableColHeading"><a name="1127827"> </a></div>
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              <div class="trh_TableRowHeading"><a name="1127829">1</a></div>
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              <div class="t_TableBody" style="color: #287acc; font-size: 7.5pt; text-transform: none;"><span class="l_Link"><a href="sales.7.4.htm#1127890" name="1127834">Enter information about the customer</a></span></div>
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              <div class="t_TableBody"><a name="1127839">&nbsp;</a></div>
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              <div class="trh_TableRowHeading"><a name="1127841">2</a></div>
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              <div class="t_TableBody" style="color: #287acc; font-size: 7.5pt; text-transform: none;"><span class="l_Link"><a href="sales.7.5.htm#1087309" name="1127846">Choose the type of sale</a></span></div>
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              <div class="t_TableBody"><a name="1127851">&nbsp;</a></div>
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              <div class="trh_TableRowHeading"><a name="1127853">3</a></div>
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              <div class="t_TableBody" style="color: #287acc; font-size: 7.5pt; text-transform: none;"><span class="l_Link"><a href="sales.7.6.htm#1087320" name="1127858">Enter the items or services you are selling</a></span></div>
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              <div class="t_TableBody"><a name="1127863">&nbsp;</a></div>
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              <div class="trh_TableRowHeading"><a name="1127865">4</a></div>
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              <div class="t_TableBody" style="color: #287acc; font-size: 7.5pt; text-transform: none;"><span class="l_Link"><a href="sales.7.7.htm#1087847" name="1127870">Enter additional information about the sale</a></span></div>
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              <div class="t_TableBody"><a name="1127875">&nbsp;</a></div>
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              <div class="trh_TableRowHeading"><a name="1127877">5</a></div>
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              <div class="t_TableBody" style="color: #287acc; font-size: 7.5pt; text-transform: none;"><span class="l_Link"><a href="sales.7.8.htm#1088044" name="1127882">Complete the sale</a></span></div>
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              <div class="t_TableBody"><a name="1127887">&nbsp;</a></div>
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        <div class="href_ReferenceBlockHeading"><a name="1166957">Related Topics</a></div>
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                  <span style="color: Gray;">■</span>
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                <div class="bbi_BulletedIndented_inner"><span class="l_Link"><a href="forms.18.3.htm#1087216" name="1166961">Sending forms</a></span></div>
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