Here are quick instructions for using Goldenseal to
bill for services.
HINT-- These instructions work on the Sample Company file, and on your own file if you've created
Customer accounts and Cost Items for the items you sell.
A Simple Service Billing
When you provide simple services to a client, follow these steps:
- Choose Sales from the Income menu.
- Click the New button.
- Enter the client into the Sold To field.
NOTE-- If you don't see the client in the
list of customers, choose Customers from the Accounts menu,
and create an account for them, first.
- Type in a brief description and price
for the work. HINT-- To show a detailed description
of services provided, click on the Breakdown
popup field on the left side of the window and enter
Categories, then enter each
item into the
breakdown table.
- Enter a payment method.
- If you want, click the More Info button and enter additional details about the service
bill.
- Hit the Enter key to save the record.
- To print an invoice, choose Printed
Forms from the File menu, and click the Print button.
Inventory Services
When you provide "stock" services that use a standard price, follow these steps:
- Choose Sales from the Income menu.
- Click the New button.
- Enter the customer into the Sold To field.
- Click on the Breakdown popup field on the left side of the window and enter Items.
- Click in the first row of the breakdown table, and enter a service item. You can click
in the Cost Item column and select an item, or enter a UPC code into the UPC Code column.
- Click in the Quantity column and enter the number of items.
- Enter a payment method.
- If you want, click the More Info button and enter additional details about the service
bill.
- Hit the Enter key to save the record.
- To print an invoice, choose Printed
Forms from the File menu, and click the Print
button.
HINT-- You can use
Cost Items and Assemblies to set up a detailed calculation
of the cost for each service, including all its labor and
material components.
Depositing Services Income
To deposit billed services income, follow these steps:
- Choose Deposit
Funds from the Bank menu.
- Enter Billed Sales into the popup field at upper right.
- Put a checkmark next to each sale for which you've received payment. Click OK.
- Click the Create Deposit button to deposit the sales income.
Click here to return to Beginner
topics.
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