Sales in AccountEdge Basic

Create quotes, orders, and invoices for service, item, or professional sales. Accept payments on open orders. Sync with AccountEdge Mobile and AccountEdge Connect.

Create sales for items and services

Create new sales for your items, services offered, or general miscellaneous sales. If you have repeating sales, you can set up recurring transactions based on your schedule. If you're on a Mac, you can sync your transactions with the Calendar app.

Manage accounts receivable

Receive payments against an individual invoice, or apply a payment to a statement which consists of multiple invoices for a specific customer.

Create Estimates, orders and invoices

You don't have to keep reentering data: create an estimate and then easily convert it to an order or an invoice with the 'convert to' option.

AccountEdge Connect

AccountEdge Connect lets you, your employees or your contractors add data to AccountEdge wherever they are, without giving them access to your books. Learn more.

Process credit cards

Accept credit card payments in AccountEdge with an AccountEdge Merchant Account.

Send invoices and statements

Email or print individual invoices – or a full statement of multiple invoices – to a customer directly from AccountEdge.

Returns and Credit Memos

It’s one step to create a credit memo from a sales invoice using the new Create Credit Memo button. As a new sales transaction type, you can also choose credit memo from the type drop-down to settle them in AccountEdge.

Mobile and Connect orders

If you make online sales with AccountEdge Connect or AccountEdge Mobile, sync those sales with AccountEdge so you don't have to reenter the data.

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