Apple Mac2014 - Page 113

QuickBooks for Mac 2014 User’s Guide 103
Marking a sale as pending
Sometimes, you might want to enter an invoice, cash sale, or a credit memo, you can mark the sale as pending.
Here are some reasons why:
• Order entry: When you receive an order from a customer, enter the order as a pending sale. When the customer
pays for the order, mark the sale as final.
• Draft approval: When you need approval for a billing draft before you permanently enter it into QuickBooks,
enter the draft as a pending sale. When the draft is approved, mark the sale as final.
Pending sales do not appear in registers, do not affect account balances, and — with the exception of the pending
sales report — do not affect reports.
To mark a sale as pending:
1 When you've finished filling in the invoice or sales receipt, choose one of these commands from the
Edit menu:
Choose...
If you are writing
Mark Invoice As Pending
An invoice.
Mark Sales Receipt As Pending
A sales receipt.
Mark Credit Memo As Pending
A credit memo.
2 When you choose the command, the word “Pending” appears on the form.
3 (Optional) Enter a phrase like “Pending sale” or “For review” in the Customer Message field.
To mark a sale as final:
1 Open the transaction you want to mark as final. (The Pending Sales report is a handy way to find
these transactions. You can just double-click the transaction on the report to open it.)
2 Choose Edit > Mark As Final.
3 If you used the Customer Message field to indicate that the sale was pending, edit the Customer
Message field. For example, if you entered “Pending sale,” you could edit the Customer Message field
to say “Final sale.”