User Guide

Adding Historical Sales Data
58 Simply Accounting
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Simply Accounting calculates the customer’s balance, based on
information you enter about the customer’s invoices and
payments, as of the earliest transaction date. This information is
called a customer’s “history” or “historical data.”
To add historical sales data, choose the Customers icon to
display a customer record. Click the Historical Transactions
tab, and then click the Invoices button.
The Historical Invoices dialog box looks like this:
You enter information in the following fields:
Invoice No.
Enter an invoice number. The program does not
allow you to enter duplicate or blank invoice numbers.
Date.
Enter the invoice date. The earliest transaction date is
displayed automatically, but you can change it if you wish.
Terms.
Enter the payment terms you offered this customer. The
program fills in the payment terms you added in an earlier
exercise, but you can change them if you wish.
Amount.
Enter the amount of the invoice.
Exercise 15: Entering Historical Sales Details
1. In the Home window, choose the Customers icon.
2. Open the record for Management Consulting.
3. Click the Historical Transactions tab, and then click the
Invoices button.
4. Move from field to field, entering the following invoice
details: