Initiate Transaction

Once you click on the Initiate Transaction button, you will be brought to a form where you will be able to select which transaction you may want to pursue, such as Entering Invoices or Entering Quotes.

Example

For example, you may be in the Customer form and have selected the Customer you are interested in Invoicing.

You may now click on the Initiate Transaction button located in near the right hand corner of the Customer form.  A form will come up where you may select the Invoice transaction.  Next you will be brought to the Invoice form with all of the appropriate fields populated with the data about the Customer you selected.

Transaction Selections in the Customer form

Transaction selections in the Customer form include: Create New Quotes, Create New Orders, Create New Invoices, Create New RMA's, Create New Customer Prepayments, and Receive Payments.

Transaction Selections in the Vendor form

Transaction selections in the Vendor form include: Create New Purchase Orders, Create New Purchase Receipts, Create New Bills, Create New Vendor Prepayments, and Pay Bills [Multi-Vendor].

Related Topics

Customers

Vendors

Adding Customers

Adding Vendors