New Approval

An Approval is used when you are loaning a piece to a client (or another gallery) on an approval basis.

The Approval screen functions just like a sale except that no payment information is captured. The payment tab does not exist until you convert to a sale.

You can print a list of items that are out on approval from the Summary of Inventory report.

Approvals can be converted to sales using the Convert Approval feature.

With the exception of payments, the approval form includes the same fields as the Invoice or Customer Receipt form. See the Modify Report Layout Help Topic for instructions on how to customize a report.