ACCOUNTS RECEIVABLE - New Transaction

• Access
  
  • Accounts Receivable List

• • Accounts Receivable Details

• click New
• select transaction Type from the drop-down list
• enter or select Date

• accept or change Terms as established in Customer Details
• system-assigned Transaction no.
• option to enter a Reference no.
• option to enter a Memo
• enter Total and the system will back out the taxes
• Taxes - option to change / delete tax amounts calculated out of the Total - tax settings are established in Customer > Addresses > Taxes 
• select from Post / Post and Review GL (or Alt+s)

• • User Settings for this selection - Edit > User Settings > Accounts Receivable:
    • Modify GL Transaction
    • Modify Transactions by Default:
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