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      <blockquote>
        <div class="ho_OverviewHeading"><a name="1000773519">Tips &amp; Troubleshooting</a></div>
        <div class="hmn_ModuleHeadingNoSplit"><a name="1000677157">Sales tips</a></div>
        <div class="hp_ProcedureHeading" onclick="WebWorks_ToggleDIV(WebWorksRootPath, &quot;wwdd1000772806&quot;);">
          <span class="N_007eProcBullet"></span><a name="1000772806">Keyboard shortcut</a>—Receive Payments window<script type="text/javascript" language="JavaScript1.2">WebWorks_WriteArrow(WebWorksRootPath, "wwdd1000772806", false);</script></div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVOpen("wwdd1000772806", false);</script>
        <div class="b_Body"><a name="1000772807">You can open the </a><span class="w_Widgets">Receive Payments</span> window using the keyboard shortcut, Ctrl+B in any window.</div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVClose();</script>
        <div class="hp_ProcedureHeading" onclick="WebWorks_ToggleDIV(WebWorksRootPath, &quot;wwdd1000772808&quot;);">
          <span class="N_007eProcBullet"></span><a name="1000772808">Keyboard shortcut</a>—Sales window<script type="text/javascript" language="JavaScript1.2">WebWorks_WriteArrow(WebWorksRootPath, "wwdd1000772808", false);</script></div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVOpen("wwdd1000772808", false);</script>
        <div class="b_Body"><a name="1000772809">You can open the </a><span class="w_Widgets">Sales</span> window using the keyboard shortcut, Ctrl+J in any window.</div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVClose();</script>
        <div class="hpn_ProcedureHeadingNoSplit">
          <span class="N_007eProcBullet"></span><a name="1000771660">Customer information</a></div>
        <div class="hp_ProcedureHeading" onclick="WebWorks_ToggleDIV(WebWorksRootPath, &quot;wwdd1000773364&quot;);">
          <span class="N_007eProcBullet"></span><a name="1000773364">A customer doesn’t have a card</a><script type="text/javascript" language="JavaScript1.2">WebWorks_WriteArrow(WebWorksRootPath, "wwdd1000773364", false);</script></div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVOpen("wwdd1000773364", false);</script>
        <div class="b_Body"><a name="1000773275">You cannot record a sale without entering a card. If you want to record a sale for a customer who does not have </a>a card record, you can:</div>
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                  <span style="color: Gray;">■</span>
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                <div class="bb_Bulleted_inner"><a name="1000773279">quickly create one using the Easy-Add feature. See </a><span class="l_Link"><a href="lists.12.3.htm#1094714">Adding records using Easy-Add</a></span>.</div>
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                <div class="bb_Bulleted_inner"><a name="1000773284">create a ‘cash sales’ customer card. See </a><span class="l_Link"><a href="sales.7.2.htm#1095810">Creating a customer card</a></span>.</div>
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        <div class="b_Body"><a name="1000771662">You should create a card for all your regular customers, however, to ensure that sales to them and payments </a>you receive from them are recorded correctly in your accounts. You may also want to use the contact, selling details, sales history and other customer information to help you analyse this side of your business. </div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVClose();</script>
        <div class="hp_ProcedureHeading" onclick="WebWorks_ToggleDIV(WebWorksRootPath, &quot;wwdd1000773337&quot;);">
          <span class="N_007eProcBullet"></span><a name="1000773337">Setting up volume discounts</a><script type="text/javascript" language="JavaScript1.2">WebWorks_WriteArrow(WebWorksRootPath, "wwdd1000773337", false);</script></div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVOpen("wwdd1000773337", false);</script>
        <div class="b_Body"><a name="1000773338">There are several ways to offer discounts to your customers.</a></div>
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                <div class="bb_Bulleted_inner"><span class="w_Widgets"><a name="1000925891">Percentage discounts per line item</a></span>—Enter a discount percentage in the <span class="w_Widgets">Disc%</span> column for each line item you want to discount. You can set a default percentage that will appear for all of a particular customer’s line items using the <span class="w_Widgets">Volume Discount %</span> field in the <span class="w_Widgets">Selling Details</span> view of the <span class="w_Widgets">Card Information</span> window for the customer.</div>
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                <div class="bb_Bulleted_inner"><span class="w_Widgets"><a name="1000773347">Percentage discounts per invoice</a></span><span class="w_Widgets">—</span>You can enter a discount percentage in the <span class="w_Widgets">Disc%</span> column in the <span class="w_Widgets">Sales</span> window to enter a one-time discount for a particular invoice if the customer doesn’t normally receive discounted prices.</div>
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        <div class="b_Body"><a name="1000773352">For more information, see </a><span class="l_Link"><a href="inventory.10.2.htm#1106276">Creating items</a></span>.</div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVClose();</script>
        <div class="hp_ProcedureHeading" onclick="WebWorks_ToggleDIV(WebWorksRootPath, &quot;wwdd1000773353&quot;);">
          <span class="N_007eProcBullet"></span><a name="1000773353">Specifying the invoice layout for each customer</a><script type="text/javascript" language="JavaScript1.2">WebWorks_WriteArrow(WebWorksRootPath, "wwdd1000773353", false);</script></div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVOpen("wwdd1000773353", false);</script>
        <div class="b_Body"><a name="1000895836">You can set up your customer cards to specify a particular invoice layout for each customer.</a></div>
        <div class="b_Body"><a name="1000895837">To do this, open the </a><span class="w_Widgets">Card Information</span> window for the customer, click the <span class="w_Widgets">Selling Details</span> tab and make a selection in the <span class="w_Widgets">Sale Layout</span> field. Depending on your company file setup, you can also select a default <span class="w_Widgets">Printed </span><span class="w_Widgets">Form</span> in the field below. </div>
        <div class="b_Body"><a name="1000773356">The layout you select will be used automatically when you print an invoice from the </a><span class="w_Widgets">Sales</span> window. </div>
        <div class="b_Body"><a name="1000773361">See also, </a><span class="l_Link"><a href="forms.18.7.htm#1087344">Customising forms</a></span>.</div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVClose();</script>
        <div class="hp_ProcedureHeading" onclick="WebWorks_ToggleDIV(WebWorksRootPath, &quot;wwdd1000771663&quot;);">
          <span class="N_007eProcBullet"></span><a name="1000771663">The invoice the customer is paying can’t be found</a><script type="text/javascript" language="JavaScript1.2">WebWorks_WriteArrow(WebWorksRootPath, "wwdd1000771663", false);</script></div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVOpen("wwdd1000771663", false);</script>
        <div class="b_Body"><a name="1000771664">If the sales transaction doesn’t appear in the </a><span class="w_Widgets">Sales Register</span>, it may still have the status of a quote or it may have been fully paid already. </div>
        <div class="bb_Bulleted_outer" style="margin-left: 0pt;">
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                <div class="bb_Bulleted_inner"><a name="1000771665">To check if the invoice has been paid, select the </a><span class="w_Widgets">Closed Invoices</span> tab. All fully paid (closed) sales will appear in the list.</div>
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        <div class="bb_Bulleted_outer" style="margin-left: 0pt;">
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                <div class="bb_Bulleted_inner"><a name="1000771666">To check if the transaction is still a quote, click the </a><span class="w_Widgets">Quotes</span> tab. If the transaction you want appears here, select it and click <span class="w_Widgets">Change to Invoice</span>. The invoice will now be available to pay in the <span class="w_Widgets">Receive Payments</span> window.</div>
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        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVClose();</script>
        <div class="hp_ProcedureHeading" onclick="WebWorks_ToggleDIV(WebWorksRootPath, &quot;wwdd1000925886&quot;);">
          <span class="N_007eProcBullet"></span><a name="1000925886">Displaying the customer’s purchase number, instead of your invoice number</a><script type="text/javascript" language="JavaScript1.2">WebWorks_WriteArrow(WebWorksRootPath, "wwdd1000925886", false);</script></div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVOpen("wwdd1000925886", false);</script>
        <div class="b_Body"><a name="1000925887">To view bills by the customer’s purchase number, select the </a><span class="w_Widgets">Show Customer Purchase Number in Receive </span><span class="w_Widgets">Payments</span> option in the <span class="w_Widgets">Sales</span> tab of the <span class="w_Widgets">Preferences</span> window.</div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVClose();</script>
        <div class="hpn_ProcedureHeadingNoSplit">
          <span class="N_007eProcBullet"></span><a name="1000771672">Sales transactions</a></div>
        <div class="hp_ProcedureHeading" onclick="WebWorks_ToggleDIV(WebWorksRootPath, &quot;wwdd1000773330&quot;);">
          <span class="N_007eProcBullet"></span><a name="1000773330">The customer payment transaction is unbalanced</a><script type="text/javascript" language="JavaScript1.2">WebWorks_WriteArrow(WebWorksRootPath, "wwdd1000773330", false);</script></div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVOpen("wwdd1000773330", false);</script>
        <div class="b_Body"><a name="1000771673">Before you can record a customer payment, the payment amount must be fully allocated to the invoices that </a>are being paid. For example, if the customer is paying for invoice 1001, locate that invoice and click in the <span class="w_Widgets">Amount Applied</span> column to apply the customer’s payment to that invoice. Customer payments can be split between two or more invoices.</div>
        <div class="b_Body"><a name="1000771677">When the payment amount is fully allocated, the </a><span class="w_Widgets">Out of Balance</span> amount should be $0.00, and you’ll be able to record the transaction.</div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVClose();</script>
        <div class="hp_ProcedureHeading" onclick="WebWorks_ToggleDIV(WebWorksRootPath, &quot;wwdd837803&quot;);">
          <span class="N_007eProcBullet"></span><a name="837803">Changing the credit terms for a sale</a><script type="text/javascript" language="JavaScript1.2">WebWorks_WriteArrow(WebWorksRootPath, "wwdd837803", false);</script></div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVOpen("wwdd837803", false);</script>
        <div class="b_Body"><a name="837841">You can change the credit terms for a single transaction or for all future transactions. </a></div>
        <div class="b_Body"><a name="837846">To change the terms for a single transaction, select the customer card in the </a><span class="w_Widgets">Sales</span> window, then click the zoom arrow next to <span class="w_Widgets">Terms</span>. The <span class="w_Widgets">Credit Terms</span> window appears. Enter the terms for this sale and click <span class="w_Widgets">OK</span>. The terms will apply to this sale only. </div>
        <div class="b_Body"><a name="1000925869">If you want to change the terms for all future transactions with this customer, you do so in the </a><span class="w_Widgets">Selling Details</span> view of the customer card. For more information, see <span class="l_Link"><a href="sales.7.16.htm#1114863">Credit control</a></span>.</div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVClose();</script>
        <div class="hp_ProcedureHeading" onclick="WebWorks_ToggleDIV(WebWorksRootPath, &quot;wwdd1000925883&quot;);">
          <span class="N_007eProcBullet"></span><a name="1000925883">Some columns don’t appear in the Sales window</a><script type="text/javascript" language="JavaScript1.2">WebWorks_WriteArrow(WebWorksRootPath, "wwdd1000925883", false);</script></div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVOpen("wwdd1000925883", false);</script>
        <div class="b_Body"><a name="1000925852">If some columns are missing from the </a><span class="w_Widgets">Sales</span> window, such as <span class="w_Widgets">Item Number</span> or <span class="w_Widgets">Date</span>, you may be using the wrong layout for the type of sales transaction you’re creating. Click <span class="w_Widgets">Layout</span> near the bottom of the window to view the choices available, and select another layout if you want.</div>
        <div class="b_Body"><a name="1000925866">For more information, see </a><span class="l_Link"><a href="sales.7.3.htm#1087120">Entering sales</a></span>.</div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVClose();</script>
        <div class="hp_ProcedureHeading" onclick="WebWorks_ToggleDIV(WebWorksRootPath, &quot;wwdd1000773384&quot;);">
          <span class="N_007eProcBullet"></span><a name="1000773384">When to use a Miscellaneous invoice</a><script type="text/javascript" language="JavaScript1.2">WebWorks_WriteArrow(WebWorksRootPath, "wwdd1000773384", false);</script></div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVOpen("wwdd1000773384", false);</script>
        <div class="b_Body"><a name="1000773385">Use a </a><span class="w_Widgets">Miscellaneous</span> invoice for quick transactions that involve no items and require no printed documentation. For example, you can issue a Miscellaneous invoice to make a small adjustment to an invoice that you already issued, or to bill for freight charges on a sale. Note that you cannot print Miscellaneous invoices.</div>
        <div class="b_Body"><a name="1000773389">Miscellaneous invoices use a Sales Journal number rather than an invoice number, so they don’t affect the </a>numbering sequence of your other invoices.</div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVClose();</script>
        <div class="hp_ProcedureHeading" onclick="WebWorks_ToggleDIV(WebWorksRootPath, &quot;wwdd1000773310&quot;);">
          <span class="N_007eProcBullet"></span><a name="1000773310">Changing or deleting a comment, shipping method, referral source or payment method</a><script type="text/javascript" language="JavaScript1.2">WebWorks_WriteArrow(WebWorksRootPath, "wwdd1000773310", false);</script></div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVOpen("wwdd1000773310", false);</script>
        <div class="b_Body"><a name="1000773314">The default field information for comments, shipping methods, referral sources and payment methods can all </a>be changed or deleted. Note that the comments and shipping methods are used for both sales and purchases transactions, and deleting them removes them from the <span class="w_Widgets">Sales</span> window and the <span class="w_Widgets">Purchases</span> window.</div>
        <div class="b_Body"><a name="1000773321">To change the field information, go to the </a><span class="w_Widgets">Lists</span> menu and choose <span class="w_Widgets">Sales &amp; Purchases Information</span>, then choose the field information you want to change. Click the required tab and select the field you want to change or delete:</div>
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                <div class="bb_Bulleted_inner"><a name="1000773322">To edit the information, click </a><span class="w_Widgets">Edit</span>, make your changes, then click <span class="w_Widgets">OK</span>.</div>
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                <div class="bb_Bulleted_inner"><a name="1000773323">To delete the information, choose </a><span class="w_Widgets">Delete [item]</span> from the <span class="w_Widgets">Edit</span> menu.</div>
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        <div class="b_Body"><a name="1000773324">Note that this change won’t affect any transactions you’ve already recorded. </a></div>
        <div class="bcF_CautionHeadingFirst">
          <span class="N_007eNoteCautionWarning">caution : </span><a name="1000943358">If you use </a><span style="font-style: italic;">M-Powered Invoices</span>, don’t delete the MYOB Pay Services method. This payment method is required when entering payments that were processed using <span style="font-style: italic;">M-Powered Invoices</span>.</div>
        <div class="b_Body"><a name="1000810698">&nbsp;</a></div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVClose();</script>
        <div class="hp_ProcedureHeading" onclick="WebWorks_ToggleDIV(WebWorksRootPath, &quot;wwdd1000773400&quot;);">
          <span class="N_007eProcBullet"></span><a name="1000773400">An item doesn’t appear in the Select from List window</a><script type="text/javascript" language="JavaScript1.2">WebWorks_WriteArrow(WebWorksRootPath, "wwdd1000773400", false);</script></div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVOpen("wwdd1000773400", false);</script>
        <div class="b_Body"><a name="1000925849">If this isn’t an item you routinely offer for sale, you may not have selected the</a><span class="w_Widgets"> I Sell This Item</span> option in the <span class="w_Widgets">Profile</span> view of the <span class="w_Widgets">Item Information</span> window. Only the items that have been marked as sellable appear in the <span class="w_Widgets">Select from List</span> window. </div>
        <div class="b_Body"><a name="1000773405">To make an item sellable, open the </a><span class="w_Widgets">Item Information</span> window for the item you want to sell. In the <span class="w_Widgets">Profile</span> tab, select the<span class="w_Widgets"> I Sell This Item</span> option and select an income account for tracking sales in the adjacent field.</div>
        <div class="b_Body"><a name="1000773410">For more information, see </a><span class="l_Link"><a href="inventory.10.2.htm#1106276">Creating items</a></span>.</div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVClose();</script>
        <div class="hp_ProcedureHeading" onclick="WebWorks_ToggleDIV(WebWorksRootPath, &quot;wwdd1000761831&quot;);">
          <span class="N_007eProcBullet"></span><a name="1000761831">Sending items to more than one location</a><script type="text/javascript" language="JavaScript1.2">WebWorks_WriteArrow(WebWorksRootPath, "wwdd1000761831", false);</script></div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVOpen("wwdd1000761831", false);</script>
        <div class="b_Body"><a name="837877">You cannot enter multiple shipping addresses on a single invoice. Instead, you need to either enter separate </a>invoices, or if your business’s shipping policy allows it, enter the separate locations in header lines above each line item. Later, when you print your invoice or packing slip, the shipping addresses you specified will appear in the <span class="w_Widgets">Description</span> column above the items that are being shipped.</div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVClose();</script>
        <div class="hp_ProcedureHeading" onclick="WebWorks_ToggleDIV(WebWorksRootPath, &quot;wwdd1000943418&quot;);">
          <span class="N_007eProcBullet"></span><a name="1000943418">Specifying a date for adjustments to a customer’s account</a><script type="text/javascript" language="JavaScript1.2">WebWorks_WriteArrow(WebWorksRootPath, "wwdd1000943418", false);</script></div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVOpen("wwdd1000943418", false);</script>
        <div class="b_Body"><a name="1000943419">You need to use the current date for all customer adjustments, even if the adjustment applies to an earlier </a>month or quarter for which you have already submitted a BAS. The adjustment will reconcile correctly when you complete your taxes at the end of the financial year.</div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVClose();</script>
        <div class="hp_ProcedureHeading" onclick="WebWorks_ToggleDIV(WebWorksRootPath, &quot;wwdd837749&quot;);">
          <span class="N_007eProcBullet"></span><a name="837749">Fixing errors in a sales transaction</a><script type="text/javascript" language="JavaScript1.2">WebWorks_WriteArrow(WebWorksRootPath, "wwdd837749", false);</script></div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVOpen("wwdd837749", false);</script>
        <div class="b_Body"><a name="864895">To fix a transaction error, you can:</a></div>
        <div class="bb_Bulleted_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bb_Bulleted_inner" style="width: 14.1732pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bb_Bulleted_inner"><a name="1000762065">edit the transaction in the transaction window if your company file settings allow this.</a></div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bb_Bulleted_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bb_Bulleted_inner" style="width: 14.1732pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bb_Bulleted_inner"><a name="1000762069">reverse the transaction and reenter it. </a></div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bb_Bulleted_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bb_Bulleted_inner" style="width: 14.1732pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bb_Bulleted_inner"><a name="1000762070">delete the transaction and reenter it.</a></div>
              </td>
            </tr>
          </table>
        </div>
        <div class="b_Body"><a name="1000762071">For more information, see </a><span class="l_Link"><a href="transactions.17.3.htm#1087331">Changing or deleting a transaction</a></span>.</div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVClose();</script>
        <div class="hp_ProcedureHeading" onclick="WebWorks_ToggleDIV(WebWorksRootPath, &quot;wwdd1000762057&quot;);">
          <span class="N_007eProcBullet"></span><a name="1000762057">The tax amount on an invoice is wrong</a><script type="text/javascript" language="JavaScript1.2">WebWorks_WriteArrow(WebWorksRootPath, "wwdd1000762057", false);</script></div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVOpen("wwdd1000762057", false);</script>
        <div class="b_Body"><a name="838440">If the tax amount is wrong, check that:</a></div>
        <div class="bb_Bulleted_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bb_Bulleted_inner" style="width: 14.1732pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bb_Bulleted_inner"><a name="1000762079">the correct tax code has been selected</a> for each line item. If a code is incorrect, type or select the code you want to use in the <span class="w_Widgets">Tax</span> column.</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bb_Bulleted_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bb_Bulleted_inner" style="width: 14.1732pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bb_Bulleted_inner"><a name="1000820298">the correct tax code has been selected for freight.</a></div>
              </td>
            </tr>
          </table>
        </div>
        <div class="b_Body"><a name="838028">If the tax amount is still wrong, click the zoom arrow next to it. The </a><span class="w_Widgets">Tax Information</span> window appears. If the amount assigned to the tax code is incorrect, change the amount and click <span class="w_Widgets">OK</span>. The change will be applied to the sale.</div>
        <div class="b_Body"><a name="838029">If you want to change the Tax amount back to the default, click </a><span class="w_Widgets">Recalculate</span> in the <span class="w_Widgets">Tax Information</span> window.</div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVClose();</script>
        <div class="hpn_ProcedureHeadingNoSplit">
          <span class="N_007eProcBullet"></span><a name="1000762325">Sales records</a></div>
        <div class="hp_ProcedureHeading" onclick="WebWorks_ToggleDIV(WebWorksRootPath, &quot;wwdd1000773393&quot;);">
          <span class="N_007eProcBullet"></span><a name="1000773393">Tracking reimbursable amounts</a><script type="text/javascript" language="JavaScript1.2">WebWorks_WriteArrow(WebWorksRootPath, "wwdd1000773393", false);</script></div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVOpen("wwdd1000773393", false);</script>
        <div class="b_Body"><a name="1000762326">If you want to track reimbursable expenses, you need to:</a></div>
        <div class="bb_Bulleted_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bb_Bulleted_inner" style="width: 14.1732pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bb_Bulleted_inner"><a name="1000762412">&nbsp;</a></div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bb_Bulleted_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bb_Bulleted_inner" style="width: 14.1732pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bb_Bulleted_inner"><a name="1000786191"> (and link a customer to the job)</a></div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bb_Bulleted_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bb_Bulleted_inner" style="width: 14.1732pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bb_Bulleted_inner"><a name="1000786198">then, .</a></div>
              </td>
            </tr>
          </table>
        </div>
        <div class="b_Body"><a name="1000786203">For more information, see </a><span class="l_Link"><a href="financialcontrol.20.1.htm#1087116">Financial control</a></span>.</div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVClose();</script>
        <div class="hp_ProcedureHeading" onclick="WebWorks_ToggleDIV(WebWorksRootPath, &quot;wwdd1000773371&quot;);">
          <span class="N_007eProcBullet"></span><a name="1000773371">Duplicate invoice numbers</a><script type="text/javascript" language="JavaScript1.2">WebWorks_WriteArrow(WebWorksRootPath, "wwdd1000773371", false);</script></div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVOpen("wwdd1000773371", false);</script>
        <div class="b_Body"><a name="1000773372">You can assign the same invoice number to multiple sales transactions in your MYOB software.</a></div>
        <div class="b_Body"><a name="1000773373">If you want to be warned before duplicate invoice numbers are recorded, select the </a><span class="w_Widgets">Warn for Duplicate </span><span class="w_Widgets">Invoice Numbers on Recorded Invoices</span> option in the <span class="w_Widgets">Sales</span> tab of the <span class="w_Widgets">Preferences</span> window. </div>
        <div class="b_Body"><a name="1000773374">If you want to delete a duplicated invoice number, open the transaction with the duplicated invoice number in </a>the original sales window. You can edit the invoice number or reverse the transaction as your system allows. For more information, see <span class="l_Link"><a href="transactions.17.3.htm#1087331">Changing or deleting a transaction</a></span>.</div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVClose();</script>
        <div class="hp_ProcedureHeading" onclick="WebWorks_ToggleDIV(WebWorksRootPath, &quot;wwdd1000474216&quot;);">
          <span class="N_007eProcBullet"></span><a name="1000474216">Saving a sale as a recurring transaction</a><script type="text/javascript" language="JavaScript1.2">WebWorks_WriteArrow(WebWorksRootPath, "wwdd1000474216", false);</script></div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVOpen("wwdd1000474216", false);</script>
        <div class="b_Body"><a name="1000474247">If you have transactions that you record time and time again</a>—for example, regular sales to a customer—you can set them up as recurring transactions and save them for future use. </div>
        <div class="b_Body"><a name="1000763101">To do this:</a></div>
        <div class="bb_Bulleted_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bb_Bulleted_inner" style="width: 14.1732pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bb_Bulleted_inner"><a name="1000763102">in the </a><span class="w_Widgets">Bank Register</span> window—Select the transaction you want to make recurring, then go to the <span class="w_Widgets">Edit</span> menu and choose <span class="w_Widgets">Save as Recurring</span>.</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bb_Bulleted_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bb_Bulleted_inner" style="width: 14.1732pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bb_Bulleted_inner"><a name="1000763085">in the </a><span class="w_Widgets">Sales</span> window—Enter the sales transaction as you normally would, then click <span class="w_Widgets">Save as Recurring</span> instead of <span class="w_Widgets">Record</span>.</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="b_Body"><a name="1000763057">The </a><span class="w_Widgets">Edit Recurring Schedule</span> window appears. Enter the recurring details of the transaction and click <span class="w_Widgets">Save</span>.</div>
        <div class="b_Body"><a name="1000763100">For more information about recurring transactions, see </a><span class="l_Link"><a href="transactions.17.7.htm#1087424">Recurring transactions</a></span>.</div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVClose();</script>
        <div class="hp_ProcedureHeading" onclick="WebWorks_ToggleDIV(WebWorksRootPath, &quot;wwdd1000771533&quot;);">
          <span class="N_007eProcBullet"></span><a name="1000771533">Entering historical sales and opening balances</a><script type="text/javascript" language="JavaScript1.2">WebWorks_WriteArrow(WebWorksRootPath, "wwdd1000771533", false);</script></div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVOpen("wwdd1000771533", false);</script>
        <div class="b_Body"><a name="1000899824">Customer opening balances reflect the amount that a customer owes you as at your conversion month. If you </a>want to add a sale that occurred prior to conversion, go to the <span class="w_Widgets">Setup</span> menu, choose <span class="w_Widgets">Balances</span> and then choose <span class="w_Widgets">Customer Balances</span>. In the <span class="w_Widgets">Customer Balances</span> window that appears, click <span class="w_Widgets">Add Sale</span>. The <span class="w_Widgets">Historical Sale</span> window appears. Enter the details of the sale and click <span class="w_Widgets">Record</span>. This will create the outstanding invoice amount for the customer.</div>
        <div class="b_Body"><a name="1000771538">If you want to enter paid pre-conversion sales amounts for your customers, you can do this in the </a><span class="w_Widgets">History</span> tab of the <span class="w_Widgets">Card information</span> window. </div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVClose();</script>
        <div class="hp_ProcedureHeading" onclick="WebWorks_ToggleDIV(WebWorksRootPath, &quot;wwdd1000769425&quot;);">
          <span class="N_007eProcBullet"></span><a name="1000769425">The tax amount on a historical sale is wrong</a><script type="text/javascript" language="JavaScript1.2">WebWorks_WriteArrow(WebWorksRootPath, "wwdd1000769425", false);</script></div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVOpen("wwdd1000769425", false);</script>
        <div class="b_Body"><a name="1000769428">To change a historical sale that has been recorded, your transactions need to be changeable. For more </a>information see <span class="l_Link"><a href="transactions.17.3.htm#1087331">Changing or deleting a transaction</a></span>.</div>
        <div class="b_Body"><a name="1000769433">Open the historical sale through the </a><span class="w_Widgets">Historical Sale</span> window. Check that the selected tax code is correct. If not, select a different code. If the tax code is correct and the tax amount still is wrong, click the zoom arrow to the left of the tax amount. The <span class="w_Widgets">Tax Information</span> window appears. You can change the tax amount for each tax code used on the sale. Make your changes and click <span class="w_Widgets">OK</span>.</div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVClose();</script>
        <div class="hp_ProcedureHeading" onclick="WebWorks_ToggleDIV(WebWorksRootPath, &quot;wwdd1000769453&quot;);">
          <span class="N_007eProcBullet"></span><a name="1000769453">Historical sales and purchases differ from the history entered on customer and supplier cards</a><script type="text/javascript" language="JavaScript1.2">WebWorks_WriteArrow(WebWorksRootPath, "wwdd1000769453", false);</script></div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVOpen("wwdd1000769453", false);</script>
        <div class="b_Body"><a name="1000769460">When you enter historical sale and purchase information, you are entering amounts that are unpaid as at your </a>conversion month. These entries affect your receivables or payables accounts.</div>
        <div class="b_Body"><a name="1000769467">When you enter historical sales or purchase information in your cards, that data is used for reporting purposes </a>only and does not affected your receivables or payables accounts.</div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVClose();</script>
        <div class="hp_ProcedureHeading" onclick="WebWorks_ToggleDIV(WebWorksRootPath, &quot;wwdd1000771992&quot;);">
          <span class="N_007eProcBullet"></span><a name="1000771992">A pie graph doesn’t show every item (or account) when I analyse sales</a><script type="text/javascript" language="JavaScript1.2">WebWorks_WriteArrow(WebWorksRootPath, "wwdd1000771992", false);</script></div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVOpen("wwdd1000771992", false);</script>
        <div class="b_Body"><a name="1000771993">Pie graphs can be divided into a maximum of 13 sections. The 12 largest amounts are shown in individual </a>sections. Everything else is combined in the 13th section. If you are displaying a graph for over 13 items (or accounts), not all of them will be represented. </div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVClose();</script>
      </blockquote>
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