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How to... (Customers Screen)

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

 

Add a new customer 

Click add above the list of customers and complete the details.

 

View or modify customer details

Double-click the name of the customer (or right-click and select Account Settings) and complete the details.

 

Delete a customer 

Right-click the name of the customer and select Delete. The option is available only if there are no transactions associated with the customer.

 

View the amounts each customer owes you

This is listed in the Customers screen.

 

View all sales, payments and credits for a customer

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

 

Enter a new sales

  1. In the Customers screen, click the customer.

  2. Click add above the list of customer transactions.

  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, click the customer.

  2. Click add above the list of customer transactions.

  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, click the customer.

  2. Click add above the list of customer transactions.

  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 "Transaction Type" 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 sales, payment or credit transaction

  1. In the Customers screen, click the customer.

  2. Double-click the existing transaction.

  3. If necessary, edit the details.

 

Generate a PDF sales invoice or delivery note

To produce a sales invoice or delivery note for your customer, right-click an existing sale transaction and select Send Invoice or Send Delivery Note. You can print, email or save the PDF as required.

Alternatively, select the existing transaction and press the space bar, or click the Play icon in the thumbnail near the bottom-left corner of the screen. You can also drag and drop the thumbnail to an email compose window, the Finder or other item that accepts PDF documents.

 

Generate a PDF receipt

Right-click an existing payment transaction for a sale and select Send Receipt. You can print, email or save the PDF as required.

Alternatively, select the existing transaction and press the space bar, or click the Play icon in the thumbnail near the bottom-left corner of the screen. You can also drag and drop the thumbnail to an email compose window, the Finder or other item that accepts PDF documents.

 

Split a transaction into separate line items

  1. Create a new transaction or open an existing transaction, as described above.
  2. Click add to the right of NEW SPLIT and complete the details. An Add Split option is also available from the action menu.

 

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. Select Duplicate from the action menu. All details of the original are duplicated except the date.

Alternatively, right-click an existing transaction and select 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. Select Make Recurring from the action menu.
  3. In the Repeat field, specify 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 clicking Recurring Transactions near the top of the Accounts screen.