The following describe how to carry out tasks in the Services screen.
In the Services screen, tap Add a new service and complete the details.
In the Services screen, tap and complete the details.
In the Services screen, tap the name of the service.
In the Services screen, tap All Service Transactions.
There are two main methods of entering sales. You can link the sale to a customer account or to your bank account. Using customer accounts requires you to enter two transactions, one for the sale and one for the customer's payment to your bank account. You may need to use customer accounts if either:
To enter a new sale using a customer account, refer to How to...(Customers).
To enter a single transaction for the sale:
In the Services screen, tap the service you are selling.
Tap Add a new sale.
Set Account 1 to an appropriate bank account and complete the other details. Product 1 is already set to the selected product.
In the Services screen, tap the service.
If you are having trouble finding the transaction, tap All Service Transactions instead and use the search function as described later.
Tap the existing transaction.
If necessary, edit the details.
In the Services screen, drag the list of products down to reveal the search bar.
Type the name of the product you want to find.
In the Services screen, tap the service if you know it. If you don't know the service, drag the list of products down and tap All Service Transactions.
Search by description, amount, account or account category.
Note: When searching by amount, you can type an exact amount such as 12.34 or a range such as 10.00-12.50.
The Best Sellers report lists all your products ordered by profit margin.