accpac simply accounting 9.0 Benutzerhandbuch

Chapter 13:  Selling 

User Guide    13–1 

 

SW9UG 12-18-saved version.doc, printed on 1/11/02, at 10:45 AM. Last saved on 1/11/02 10:41 
AM. 

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Set up your sales options. 

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Add customers. 

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Enter sales. 

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If you bill your customers, receive payment for the items you 
sold. 

 

Make sure that you have set up your customer and sales options 
properly before adding sales to Simply Accounting. See “Enter 
Payment Options for Vendors and Customers” in Chapter 3 for 
more information. 

 

Adding Customers 

 

You can sell goods and services without adding customers to 
Simply Accounting; however, we highly recommend that you 
add them. If you wish to sell something and receive payment for 
it later or enter a sales order or quote, you must add a customer 
first. 

Adding customers to Simply Accounting allows you to track 
sales and customer orders easily. For example, Simply 
Accounting can remind you when customers payments are 
overdue. You can also print reports on your sales to help analyze 
them. 

You can add customers using the Customers window or you can 
add a customer as you make a sale. 

1.  In the Home window, choose the Customers icon. 

† Set up options 
† Add customers 
† Enter sales 
† Receive payment 

5 Set up options 
† Add customers 
† Enter sales 
† Receive payment