The Sale list is used for accessing Sales you have previously entered in order to view, print, edit, apply payment, or delete them.
What can I do with the Sales Lists
To view a list of Sales:
- Use the filters at the top of the screen to select which types of Sales you want to view between a specified date range.
- Choose whether you want Sales to be listed for “– All Contacts –” or choose a specific Contact from the drop-down list.
- Click the Show button.
- A list of Sales matching your filters will appear.
You can now use the links directly above the list to Pay, View, Delete or List Payments for these Sales. Using the check boxes allows you to perform multiple tasks to these Sales such as “View Selected” will allow you to view multiple Sales in Adobe PDF for viewing or printing.
 Add |
Add a new Sale. |
 Pay |
Apply a Payment to the selected (checked) Sales. |
 View |
View and/or Print the selected (checked) Sales. |
 Delete |
Delete the selected (checked) Sales. |
| List Payments |
List the payments associated with the selected (checked) Sales. |
 Export |
Export the displayed list to CSV file. |
Filtering Your List Using Tags
| Include All Tags | all records that have the tags selected from the tag cloud in the tag picker. So if tag A AND B is selected then all records that have A AND B assigned to them will be returned. |
| Include Any Tags | any records that have the tags selected from the tag cloud in the tag picker. So if tag A AND B is selected then all records that have A OR B assigned to them will be returned. |
| Exclude All Tags | all records that have the tags selected from the tag cloud in the tag picker. So if tag A AND B is selected then all records having A AND B assigned to them will be excluded. |
| Exclude Any Tags | any records that have the tags selected from the tag cloud in the tag picker. So if tag A AND B is selected then all records having A OR B assigned to them will be excluded. |
What can I do for each Sale, Quote or Order listed?
To the right of each result listed from your search you can perform these actions -
|
Add another transaction on this line |
 |
Edit the transaction on this line. |
