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,
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.
Choose this option to view or edit the selected transaction.
Produces a PDF sales invoice for your customer, which you can print, email or save as required.
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
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.
Marks the sale or credit as "PAID". A 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.
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.
Enables you to enter the details of a payment you have received from the customer for the sale. A will appear against the sale to indicate that the customer has paid.
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.
For further information, please refer to: