Listing Service Transactions

Selecting a service in the Services screen lists all sales and credits for that service. Clicking All Service Transactions lists all sales and credits for all services.

To enter a new transaction, click add located near the top-right corner of the screen. To edit or carry out an action for an existing sale, double-click the sale. To carry out other actions for an existing sale, right-click the sale and choose the appropriate option (see below).

Why are transactions greyed out?

A greyed-out transaction indicates one or more of the following:

  • The transaction appears on a statement. For these, you are not able to change information such as the transaction type or amount. If you need to correct an amount you previously entered, you can edit the transaction from the Statement screen.

  • The transaction is dated before the date of the last Profit and Loss consolidation or VAT return.

Opening a transaction gives the reason why it is greyed out at the bottom of the transaction form.

Right-Click Options

View and Edit

Choose this option to view or edit the selected transaction.

Send Invoice (sale)

Produces a PDF sales invoice for your customer, which you can print, email or save as required.

Send Credit Note (sale credit)

Produces a PDF credit note for your customer, which you can print, email or save as required. This option is available only if the first account is a customer and the second is an income account (or a service or stock item, which are linked to income accounts).


Creates a new transaction by duplicating the existing transaction. This provides a fast method to create a new transaction if it is similar to an existing one.

Add tick (sale or sale credit)

Marks the sale or credit as "PAID". A tick will appear against the transaction to indicate that it has been paid. You may want to use this option for a sale if you have not used Receive Payment.

Note: This option does not decrease the amount the customer owes. It is provided merely as a visual aid.

Remove tick (sale or sale credit)

This option is available only if the sale or credit was previously marked as "PAID" using Add tick. The option removes the tick and the "PAID" mark on the sale.

Receive Payment (unpaid sale)

Enables you to enter the details of a payment you have received from the customer for the sale. A tick will appear against the sale to indicate that the customer has paid.

Go to Payment (paid sale)

This option is available if you previously used Receive Payment on the sale. The option enables you to access the payment transaction you entered for the sale.


Select this option to delete the existing transaction. You cannot delete transactions that are greyed out. Opening a greyed-out transaction provides details of why it is greyed out.

Further Information

For further information, please refer to: