If the Sales module is integrated to Accounts Receivable, you have access to all your customers and any information in the system related to them. If you leave the Customer field blank, you can still process the transaction, but the transaction history won’t be posted to any customer. If the Customer field is left blank, you also will not have access to any of the options that are dependent upon a customer being chosen, such as looking up the customer’s transaction history or tendering the sale with a customer charge.

This label will display the name of the customer as entered in the AR Customers window in the Accounts Receivable module once you make a selection in the Customer field.

Select this check box if you want to update the selected customer’s address that is saved in the AR Customers window with the address you enter here.

This drop-down is only available if you are integrated to AvaTax. Select whether you want the sales tax on this order to be based on the shipping address or the business address. By default, this is based on the shipping address.

This check box is only available if you are integrated to AvaTax and the selected customer has a Tax Exemption Number or Entity/Use Code on their customer record. Select this check box if the customer should pay sales tax on this sale.

If you enabled the ECMS system in AvaTax, this check box has no effect on the sale.

If Sales is integrated to Accounts Receivable, the billing address entered in the AR Customers window on the Billing/Shipping tab for the selected customer will appear here. You can change the address for this transaction only by typing the address to use in the box. To change the customer’s billing address for future transactions, open the Lookup from the Customer field, select to view the customer record, and make the change in the AR Customers window.

Select this button to open the Sales Multiple Shipping Address window in which you can enter or choose a shipping address for the selected customer. This button is activated once you select a customer in the Customer box.

If Sales is integrated to Accounts Receivable, the shipping address entered in the AR Customers window on the Billing/Shipping tab for the selected customer will appear here. You can change the address for this transaction only by typing the address to use in the box. To change the customer’s shipping address for future transactions, select the Update AR Billing Address check box..

You can add a new shipping address by selecting the Ship To button and entering a new shipping address in the Sales Multiple Shipping Address window that appears, and then selecting Save/Select.

Once you select a customer for this transaction, you can select this button to view the transaction history for the customer. This information includes the invoice numbers, dates, stock items purchased, quantities, unit prices, and extended prices. You can also drill down to a specific invoice by clicking the magnifying-glass icon to the left of the transaction detail line. Once the invoice appears, you can print it or close it and return to the history window. Click Cancel in the Sales History window to close it.

Once you select a customer for this transaction, you can select this button to view the financial history for the customer. This information will include their Balance Forward amount, their collection information (from the AR Customers window), credit limit, last charge and payment information, and year-to-date charge information. This button changes to Continue, which you can select to close this view.

Once you select a customer for this transaction, you can select this button to view and/or add notes for the customer. When you select this button, the Notes slide-out menu opens. The notes that appear will be those that were entered in this slide-out menu or in the AR Customers window on the Notes tab.

Use this drop-down to select an alternate payment method for Invoices. This drop-down is only available if you selected the Exclude POS Options check box in the Sales Order Entry Preferences window.

If you select a customer, this list displays the payment types allowed for that customer. If you don’t select a customer, you can choose from Cash, Check, or Credit Card.

If you recall a saved transaction, this option is disabled if there are two or more tender lines or if there is one tender line that is not AR Charge.