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1. In the Sales screen, click  above the list of customer transactions.

2. Choose the Customer.

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 Sales screen, right-click the sale that you want to provide a credit for.

2. Select Duplicate.

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.

Right-click the sale and select Delete.

1. In the Sales screen, double-click the existing transaction.

2. 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.

In the PDF screen, click  located in the top-right corner of the screen, followed by one of the send options.#

To produce a credit note for your customer, right-click an existing credit transaction and select Send Credit 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.

1. Open an existing sale, as described above.

2. Select Receive Payment from the  menu. A  will appear against the sale to indicate that the customer has paid.

Alternatively, right-click an existing transaction and select Payments > Receive Payment.

1. Open an existing sale for which you previously used Receive Payment.

2. Select Payments from the  menu and choose a payment from the list.

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

1. Open an existing sale, as described above.

2. Select Add tick from the  menu. A  will appear against the sale to indicate that the customer has paid. You may want to use this option if you have not used Receive Payment.

Alternatively, right-click an existing transaction and select Add tick.

Note: This option has no effect on the amount the customer owes.

Note: You can use Remove tick on the same transaction to remove the "PAID" mark.

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