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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 Estimates screen.

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

1. In the Estimates screen, click the customer.

2. Click  above the list of customer estimates.

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, click the customer.

2. Double-click the existing estimate.

3. If necessary, edit the details.

Right-click an existing estimate and select Send Estimate. 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. Open an existing estimate, as described above.

2. Right-click an existing transaction, select 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. Right-click an existing transaction, followed by Go to Sale.

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.