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How to... (Services Screen)

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

 

Add a new service

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

 

View or modify service details

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

 

Delete a service

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

 

View all sales and credits for a service

In the Services screen, click the name of the service.

 

View all transactions (for all services)

In the Services screen, click All Service Transactions.

 

Enter a new sale

  1. In the Services screen, click the service you are selling.

  2. Click add above the list of service transactions.

  3. If the customer will pay you at a later date (e.g. from a sales invoice), set Account 1 to the name of the customer. Otherwise, if the customer pays immediately, set Account 1 to the name of your bank or petty cash account.

  4. Complete all other details.

 

Enter a new credit 

  1. In the Services screen, click the service.

  2. Click add above the list of transactions.

  3. Set Account 1 to the name of the customer, Transaction Type to Payment/Credit, Product to the appropriate service (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 sale or credit

  1. In the Services screen, click the service.

  2. Double-click the existing transaction.

  3. If necessary, edit the details.

Note: If you are having trouble finding a transaction, use the Search field (see below).

 

Search for a transaction

  1. Click the name of the service if you know it. If you do not know the name of the service, click All Service Transactions.

  2. Type the transaction description, amount or account. If you want to refine the search further, click search to specify the type of search. 

    Note: When searching by amount, you can type an exact amount such as 12.34 or a range such as 10.00-12.50.

 

Find your best sellers

The Best Sellers report lists all your products ordered by profit margin.

 

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.

 

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.