Before performing the following steps, make sure the Quick Sales feature is enabled from your Company Preferences:

1- From the top navigation bar under Sales, select the plus icon (+) next to Quick Sales:

Or to enter a new quick sale for a specific customer:

  • From the customers Transactions screen hover over Add a new... and select Quick Sale. The customer information will already be filled in and the description and price of items/services being invoiced must be entered.


2- Simply fill in the customer information and enter in the item(s) or service(s) you want to record:

4- Click Save & Close!

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