Sales Billing


Starting with Goldenseal accounting software version 4.4, the Sales Billing command creates Billing Statements rather than Billing Records. Billing Statements do a better job of handling the billing process, so it no longer makes sense to use Billing Records for sales, at all.

Suggested By

Turtlesoft support staff.

How to Use

To do a sales billing, follow these steps:

  1. If you haven't already done so, enter Sales records for the items sold or services provided.
  2. When you are ready to send out a bill, choose Billing from the Bank menu, and choose Sales from the submenu.
  3. Goldenseal will show you a list of all customers with unpaid sales.
  4. Put a check next to each customer you'd like to bill, then click the Create Bills button.
  5. Goldenseal will create a Billing Statement for each customer.

Technical Details

In Billing Records, we no longer include the option to do a breakdown by Sales. Use a Billing Statement instead of a Billing Record, since they are better designed for this function.

NOTE-- In version 4.4, you can still access Sales breakdowns in Billing Records, if you hold down a modifier key when you switch the Account Class to Customer. However, we plan to remove Sales breakdowns completely in a future update.