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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, click add above the list of customer transactions.

  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, right-click the sale that you want to provide a credit for.

  2. Select Duplicate.

  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.

 

Delete a sale

Right-click the sale and select Delete.

 

Open an existing sale or credit transaction

  1. In the Sales screen, double-click the existing transaction.

  2. 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.

 

How do I save, print or email the invoice?

In the PDF screen, click send located in the top-right corner of the screen, followed by one of the send options.#

 

Generate a PDF credit note

To produce a credit note for your customer, right-click an existing credit transaction and select Send Credit 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.

 

Enter a payment received for a specific sale 

  1. Open an existing sale, as described above.

  2. Select Receive Payment from the action menu. A tick will appear against the sale to indicate that the customer has paid.

Alternatively, right-click an existing transaction and select Payments > Receive Payment.

 

Access the payment transaction for a specific sale 

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

  2. Select Payments from the action menu and choose a payment from the list.

Alternatively, right-click an existing transaction and select Payments.

 

Manually mark a sale as "PAID"

  1. Open an existing sale, as described above.

  2. Select Add tick from the action menu. 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.

Alternatively, right-click an existing transaction and select Add tick.

Note: This option has no effect on the amount the customer owes.

Note: You can use Remove tick on the same transaction to remove the "PAID" mark.

 

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