Billed Sales

How do I handle a billed sale?

To set up your credit terms for billed sales, follow these steps:

1. Choose Payment Terms from the Options menu, and choose Customers from the submenu.
2. Click the New button, or select an existing set of terms and click the Edit button.
3. Enter details for the credit terms, then click OK.

To set up a customer so they can buy from you on credit, follow these steps:

1. Choose Customers from the Accounts menu.
2. Click the New button and enter details for the customer.
3. In the Payment Terms field, enter the terms that will apply to this customer.
4. Hit the Enter key to save the record.

To make a sale that will be billed for later payment, follow these steps:

1. Choose Sales from the Income menu.
2. Click the New button.
3. Enter details for the sale.
4. When you enter a customer, Goldenseal automatically fills in their usual payment terms.

To bill for sales, follow these steps:

1. Choose Billing from the Bank menu, and choose Sales Billing from the submenu.
2. Put a checkmark next to each customer that is ready to bill now, then click the Create Bills button.

Click here to return to sales topics .

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