Use trade-in credit

When to use this procedure

Use this procedure when a customer trades an item for credit on a purchase.

Steps to complete

  1. On the Sales Invoice window, Layaway window, or Proposal window, click Trade. The Trade-In window displays.
  2. Enter the trade-in value you want to apply as a credit for this sale or proposal.
  3. Enter a description of the trade-in item.
  4. Click OK. The previous window displays and the trade-in item is included in the grid. The Subtotal and Total are automatically decreased by the trade-in amount.
  5. Repeat steps 1-4 for each trade-in item.
  6. Complete the steps in Receive Trade-in to add the items into inventory.

Did you know? You can right-click in the Items Sold grid on the Sales Invoice window and select Trade-In to complete this procedure.

Helpful links

Create a sales invoice

Create a layaway

Create a proposal

Modify a proposal

There are no related reports.

There are no related system variables.

Sales Invoice general overview

Layaway general overview

Proposal general overview

Trade-In window

Sales Invoice window

Layaway window

Proposal window