The sales application is accessed using the following menu:

Application -> Sales

Recording a New Sale

To record (add) a new sale to the company in ZotaBooks, click on the “Record New Sales”, this opens a new screen:

Complete the sales information as follows:

• Description, enter details about the sale
• Date of Sale
• Type, either goods or services
• Client / Project, the project to assign the sale to
• VAT Rate, either standard (20%), reduced (5%) or zero (0%)
• Price per unit
• Number of units sold

Press the “Save” button to record the sale as a draft. “Save and Submit” to record the sale as made, this enables the sale to be invoiced using the invoice application.

Editing a Sale

To edit a sale which has been made, click on the action icon on the sales summary screen, as below:

If the sale is invoiced, the sale cannot be recalled for editing. If the sale is NOT invoiced the sale can be recalled for editing.