Sales: Forms you send to customers
Sales forms are what you use when include invoices, sales receipts, and credit memos.
- Estimates. Your customer has asked you to do a job for them, and you've estimated what the job will cost.
- Invoices. You've done the work or shipped the goods. Now your customer needs to pay you. Invoices are an itemized list of what a customer owes you.
- Sales receipt. Your customer pays you on the spot. A sales receipt is a record of what you sold the customer (services or goods) and what they paid you.
- Credit memos. If a customer returns something, then you give them a credit memo. If you're refunding money to a customer, create a credit memo first, then write a refund check.
To create a sales form:
- Choose Customers > Create Invoices, Enter Sales Receipts, or Create Credit Memos/Refunds.
- Go to the Customer Center, right-click on a customer name, and choose the sales form you want to create.
- Go to the Transaction Center and select the sales form you want to create. Then right-click and select New Transaction.