Add sales

In the New Sale screen, you can enter information about sales you make to your customers.

In OnBalance, you can manage product sales, service sales, or both. You can set up the kind of sales you manage in the My Company screen. If you manage sales for both products and services, you will need to specify product or service when you add a sale.

  1. Do one of the following.

    • In the Sales screen, click New Sale.
    • In the Customers screen, click New Sale for the applicable customer.
    • In the customer activity screen, click New Sale for the selected customer.

  2. Enter the required information.

    Note: If the customer, product, or service you want to select is not in the list, click Add to enter the customer, product, or service. When finished, click Save.

  3. If you received an amount toward the sale, click Installments & Payments, and enter information to apply the installment. In the Installments & Payments area, define the number of installments and their values that you negotiated with your customer on this sale.
  4. If you received an amount toward the sale, mark the Apply payment checkbox related to the applicable installment.

    Note: Once you mark Apply payment, the application will apply a full payment for the current date in your standard financial account. To change this payment information, give a discount, or charge Interest & Penalties, click Edit Payment.

  5. Click Save to continue entering sale information, or click Save & Close to close this screen and send the invoice later.

The availability of some or all of these features depends on your version of OnBalance.