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Sales Book Overview

< 1 min read

There are two types of Sales Book transactions:

  • Sales Transactions are the summary details of a sale â€� no details of individual items are entered.
  • Sales Invoices have a detail line for each item sold.  This is required to produce a Sales Invoice for the customer.

In the Sales Book screen the LO (Layout Number) column is blank for Sales Transactions, for Sales Invoices it is �1� or �2� in the accounting software.

Open the Sales Book by clicking on the  icon or selecting Books / Sales Book from the top menu.

Click on the month tab to select the month required � all sales book entries for that month are displayed.

To change the order in which transactions are displayed click on the column heading required, e.g. click on the ‘Date� column heading to order by date.

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