Specify the date of the transaction. You can click today to set the date to the current date.
This is displayed if Make Recurring has been selected from
Choose the customer. It is normal to set up new customers in the Customers screen.
Choose Sale or Payment/Credit.
Note: If you are using the Sales screen, you should choose Payment/Credit to give your customer a credit note.
Specify a description, such as
EasyBooks can automatically generate invoice numbers, and can automatically increase the number for each new transaction. If, for example, you enter INV-123-S, EasyBooks determines the next available number (e.g. INV-124-S) and inserts it into Invoice Number.
Do not use digits in Invoice Number if you prefer this feature not to be used.
You should normally choose the following:
For a sale - an income account
For a payment - a bank or petty cash account.
For a credit - an income account (usually the same as the existing sale).
Note: The text "
This is the value of the transaction. If you are specifying a sale or credit and the business is registered for VAT (as specified in the Business Settings screen), you can choose whether the value is inclusive or exclusive of VAT by selecting Show Excl-VAT or Show Incl-VAT from
Specify the VAT rate. The field below displays the VAT content.
This is available only if the business is registered for VAT, as specified in the Business Settings screen.
Optionally, you can enter details of the transaction. The details will appear as a line item on any PDF you generate.
Adds a new line item (for example, to create separate line items on any PDF you generate from the transaction).
MenuCreates 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.
Allows you to set up a recurring transaction. Use Repeat to specify the period between transactions (such as every month). Each transaction generated will be a clone of the first (except the date).
Sets whether the price is inclusive or exclusive of VAT.
The default setting is determined by Amount entry, which you can access using Preferences in the EasyBooks menu.
This is available only if the business is registered for VAT, as specified in the Business Settings screen.
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.
This option is available if the payment was made using Receive Payment on a sale. The option enables you to access the sale transaction for the payment.
You can use this option to change the transaction type to be a payment/credit (if it is currently a sale) or a sale (if it is currently a payment/credit).
Adds a new line item (for example, to create separate line items on any PDF you generate from the transaction).
This help topic describes the options in the form. If you require other introductory information, please refer to:
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