Create a new cash sale form for a job

Available in Microsoft Office Accounting Professional 2009 only.

Besides creating a cash sale form from the Customers Home page, you can create a cash sale form from the job record for that job. To use jobs, you must have selected the Use jobs check box in the Preferences dialog box.

Tip: *If you frequently create cash sales that contain the same information, you can save a cash sale as a template that you can reuse. For more information, see Create a recurring document.

  1. In the Navigation Pane, click Customers.

  2. Under Find, click Jobs.

  3. Double-click the job.

  4. On the Actions menu, click New Cash Sale for this Job.

  5. Enter the information on the cash sale form.

  6. To close the cash sale form, click Save and Close on the toolbar.

  7. To close the job, click Save and Close on the toolbar.

  8. To save the cash sale as a template that you can reuse, click Recurring.

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