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Click  above the list of customers and complete the details.

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

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

This is listed in the Customers screen.

In the Customers screen, click the name of the customer.

1. In the Customers screen, click the customer.

2. Click  above the list of customer transactions.

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.

1. In the Customers screen, click the customer.

2. Click  above the list of customer transactions.

3. Set Transaction Type to Payment/Credit, set Account 2 to the appropriate account (normally a bank or petty cash 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.

1. In the Customers screen, click the customer.

2. Click  above the list of customer transactions.

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.

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.

1. In the Customers screen, click the customer.

2. Double-click the existing transaction.

3. If necessary, edit the details.

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.

Right-click an existing payment transaction for a sale and select Send Receipt. 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.

1. Create a new transaction or open an existing transaction, as described above.
2. Click  to the right of NEW SPLIT and complete the details. An Add Split option is also available from the  menu.

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  menu. All details of the original are duplicated except the date.

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

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  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.