Sales and accounts receivable

This permission gives a user the ability to:

• Enter sales (invoices, sales receipts).

• Create estimates and generate invoices from estimates.

• Apply reimbursable expenses to sales.

• Do progress billing.

• Receive and deposit customer payments.

• Process credit cards (QuickBooks Merchant Service).

• Enter returns (credit memos).

• Apply finance charges to late payments.

• Access customer and job information in the Customer Center.

• Access customer and job information in the Customer Center.

• Maintain the Customer Type, Job Type, Customer Messages, Payment Method, and Ship Via lists.

• Use the accounts receivable register and individual customer registers.

• Customize the look of sales forms.

• Print sales forms and mailing labels. permissions, sales and accounts receivable, sales, permissions, accounts receivable, permissions, . To allow printing, you must select either Full Access or "Create and print transactions" under Selective Access.

• Create accounts receivable, sales, and customer reports. permissions, sales and accounts receivable, sales, permissions, accounts receivable, permissions, . To allow access to these reports, you must select either Full Access or "Create transactions and Create Reports" under Selective Access.

• Enter statement charges and prepare statements. permissions, sales and accounts receivable, sales, permissions, accounts receivable, permissions, . To allow this, you must select either Full Access or "Create and print transactions" under Selective Access.

• See and print all associated sales and accounts receivable information in the Customer Center and Vendor Center. permissions, sales and accounts receivable, sales, permissions, accounts receivable, permissions, .

Important: This permission does not provide the ability to change or delete previously-recorded transactions. permissions, sales and accounts receivable, sales, permissions, accounts receivable, permissions, . You can assign permission to change and delete transactions when you come to the window titled "Changing or Deleting Transactions."