Sales User Guide – Enter Sales
From the left hand menu select “Sales”. The “Sales” screen is displayed. Press the “Record New Sales” button.
Enter the details of the sale (see below), specifically:
- description, a description of the sale
- date of sale
- type, whether goods sold or service provided
- client/project, a client chargeable project code which defines the client that the invoice will be raised for
- VAT rate, whether zero rate VAT, standard rate VAT or reduced rate VAT
- Price per unit
- Number of units sold
![](https://knowledge.zotabooks.co.uk/wp-content/uploads/2022/09/sales_2-1024x819.png)
Once the details have been entered the sale amounts at the bottom of the screen will be calculated (outlined below in red).
![](https://knowledge.zotabooks.co.uk/wp-content/uploads/2022/09/sales_3-1-1024x812.png)
Check the calculated amounts, then press one of the following buttons:
- Save Quote, save the amounts but do not raise a sale
- Record Sale, this raises the sale now and produces an invoice
- Send to Raise Invoice, this makes the sale available to the Raise Invoice application, the sale will need to be raised manually through the Raise Invoice application.