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How to... (Customers Screen)

The following describe how to carry out tasks in the Customers screen.

Add a new customer

In the Customers screen, tap Add a new customer and complete the details.

Modify customer details

In the Customers screen, tap i and complete the details.

View the amount each customer owes you

This is listed in the Customers screen.

View all sales, payments and credits for a customer 

In the Customers screen, tap the name of the customer.

View a statement for a customer

In the Customers screen, tap and hold the name of the customer, then tap Statements.

Enter a new sale

  1. In the Customers screen, tap the customer.

  2. Tap Add a new transaction.

  3. Set Transaction Type to Sale, set Account 2 to the appropriate income account and complete all other details.

Note: If you wish, you can split the transaction into separate line items. You can also set the transaction to re-occur automatically at specified intervals. Please see below.

Enter a new payment

  1. In the Customers screen, tap the customer.

  2. Tap Add a new transaction.

  3. Set Transaction Type to Payment/Credit, set Account 2 to the appropriate account (normally a bank or petty cash account) and complete all other details.

Note: If you wish, you can split the transaction into separate line items. You can also set the transaction to re-occur automatically at specified intervals. Please see below.

Enter a new credit

  1. In the Customers screen, tap the customer.

  2. Tap Add a new transaction.

  3. Set Transaction Type to Payment/Credit, set Account 2 to the appropriate income account (usually the same as the existing sale) and complete all other details. The Amount should be positive. 

    Note: The text "Payment/Credit" is shown in red for a credit.

Note: If you wish, you can split the transaction into separate line items. You can also set the transaction to re-occur automatically at specified intervals. Please see below.

Open an existing sale, payment or credit transaction

  1. In the Customers screen, tap the customer.

  2. Tap the existing transaction.

  3. If necessary, edit the details.

Generate a PDF credit note

  1. Enter a new credit or open an existing credit, as described above.

  2. Tap Send shown at the bottom of the form, or tap action, followed by Send Credit Note. You can print, email or open the PDF as required.

Enter a payment received for a specific sale

  1. Open an existing sale, as described above.

  2. Scroll to the section Payments Received at the bottom of the form. Tap Receive Payment and complete the details. A tickwill appear against the sale to indicate that the customer has paid.

Note: Tap and hold Receive Payment to set the payment more quickly. This is suitable if the payment is received with today's date for the full amount and received into the main bank account.

Tap on a payment in the list to edit the details. If the payment is a partial payment for the sale, you can tap Receive Payment again later to enter a further payment.

To simply mark the sale as paid, turn on Fully Paid. This only adds the PAID stamp to invoices and has no financial effect on the customer balance.

Access the payment transaction for a specific sale

  1. Open an existing sale for which you previously used Receive Payment.

  2. Scroll to the section Payments Received at the bottom of the form. Identify the payment by date and amount and tap to view or edit the details. From there you can edit the details, or send a payment receipt to the customer.

Manually mark a sale as "PAID"

  1. Open an existing sale, as described above.

  2. Scroll to the section Payments Received at the bottom of the form. Turn on Fully Paid.

A tick will appear against the sale to indicate that the customer has paid. You may want to use this option if you have not used Receive Payment.

Note: This option has no effect on the amount the customer owes. It is provided merely as a visual aid in the customer transaction list.

Generate a PDF receipt

  1. Enter a new payment or open an existing payment, as described above.

  2. Tap action, followed by Send Receipt. You can print, email or open the PDF as required.

Split a transaction into seperate line items

  1. Create a new transaction or open an existing transaction, as described above.
  2. Tap add, followed by Add Split and complete the details.

You can delete an item by setting Amount to zero, or by swiping from right to left and tapping Remove split.

Create a duplicate transaction

A quick method to create a transaction is to duplicate similar existing transaction, as follows:

  1. Open an existing transaction, as described above.
  2. Tap add, followed by Duplicate. All details of the original are duplicated except the date.

Alternatively, tap and hold an existing transaction and tap Duplicate.

Set up a recurring transaction 

You can set up a transaction to repeat automatically at a specified interval as follows:

  1. Create a new transaction or open an existing transaction, as described above.
  2. Tap add, followed by Make Recurring.
  3. Tap the Repeat field, then the interval between each transaction (such as every month).

Each transaction generated in the future will be a clone of the first (except the date).

You can prevent the transaction from recurring by setting Repeat to None.

Note: You can view a list of all recurring transactions by tapping Recurring Transactions in the Accounts screen.