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How to... (Sales Screen)

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

 

Enter a new sale

  1. In the Sales screen, tap Add a new sale.

  2. Choose the Customer.

  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 credit

  1. In the Sales screen, tap and hold the sale that you want to provide a credit for.

  2. Tap Duplicate.

  3. Set Transaction Type to Credit note, 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 "Credit note" is shown in red for a credit.

 

Generate a PDF sales invoice or delivery note

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

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

 

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 tick will 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.

 

Split a transaction into separate 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 of a 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.

 

Setup 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.