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This is listed in the Estimates screen.

In the Estimates screen, tap the name of the customer.

1. In the Estimates screen, tap the customer.

2. Tap Add a new estimate.

3. 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. Please see below.

1. In the Estimates screen, tap the customer.

2. Tap the existing estimate.

3. If necessary, edit the details.

1. Enter a new estimate or open an existing estimate, as described above.

2. Tap , followed by Send Estimate. You can print, email or open the PDF as required.

1. Open an existing estimate, as described above.

2. Tap , followed by Create Sale and complete the details. A  will appear against the estimate to indicate that it has resulted in a sale.

1. Open an existing estimate for which you previously used Create Sale.

2. Tap , followed by Go to Sale.

1. Create a new transaction or open an existing transaction, as described above.
2. Tap , followed by Add Split and complete the details.

You can delete an item by setting Amount to zero, or by swiping from right to left and tapping Remove split.

A quick method to create a transaction is to duplicate similar existing transaction, as follows:

1. Open an existing transaction, as described above.
2. Tap , followed by Duplicate. All details of the original are duplicated except the date.

Alternatively, tap and hold an existing transaction and tap Duplicate.