Billed Sales

How do I handle a billed sale?

To set up your credit terms for billed sales in Goldenseal accounting software, 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 create a customer statement showing past and current payments and invoices, follow these steps:

1. Choose Billing Statements from the Bank menu.
2. Click the New button.
3. Enter the Customer account, and the date range you'd like the statement to cover.
4. Goldenseal will fill in a start balance, and all sales-related transactions during the period.

NOTE-- Earlier versions of Goldenseal accounting software used Billing Records to bill for Sales transactions. However, the Billing Statement is much more useful!

To print invoices for recent Sales to include with a statement, follow these steps:

1. Choose Sales from the Income menu.
2. Choose Find from the Edit menu.
3. Enter the customer, and a date range you'd like to include.
4. Click the Find button.
5. Goldenseal will show all invoices for the customer in that period.
6. Choose Print Forms from the File menu.
7. Print invoices for all found items.

Click here to return to sales topics .

Topics | Previous | Next | Getting Started Manual | Reference Manual | Site Map | Website