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Working with Transactional Documents
Transactional Documents such as Sales Invoices, Sales Quotes, Purchase Orders, Bills etc. are all similar in the way they are created and used, even though the underlying purpose of the Documents may be quite different.
The sub-topics listed within this area of the help file describe the common tasks/data when using Transactional Documents:
Describes the different ways to create a new Transaction Document.
Descriptions of commonly occurring fields that appear on Transactional Documents.
Information about entering Line Items on the Document i.e. the Items that represent your Products, Services, Expenses etc.
Information about completing the Billing/Shipping tab.
Information about creating related Documents, such as a Sales Invoice from a Sales Quote, or a Credit Note from a Sales Invoice.
How to enter payment details for payments received from Customers or paid to Suppliers.
How to print Documents, and customize the format of the Documents to include your company logo etc.
How to Email Documents to Customers and Suppliers.
Information on Voiding and Deleting Documents.
Tracking and viewing the complete history of a Document.
Looking at the Double Entry Bookkeeping Credit/Debit entries for Posting Documents.
How to save Documents without posting their values to the Accounts.