General
How Do I Delete A Repeat Income?
Click Income Click More/Manage Repeats Click ACTION/Delete on the item to be deleted. Click Yes to acknowledge the deletion warning. Note: Triggered events that have not yet been actioned (Settings,Accept Repeat Transactions) will be removed. Future ...
How Do I Print A Receipt For A Customer?
Click Income Find the transaction. Use the filters or search box to help find the transaction Click the Pencil view the transaction Print the transaction by clicking on the Printer icon
How Do I Record Cash Sales?
Click Income Click Record Income Choose Customer from the drop down menu. To record a general sale/income, use the default Sales. Use the + next to the Customer drop down to quick add a new customer if needed Enter the date. (OPTIONAL) Enter a unique ...
How Do I Print An Income Transaction?
Click Income Find the transaction using the following: Use the search box in the green banner Use the filters provided - help for the filter function assistance for filters is half way down the page Use the browser search to find the item in the ...
How Do I Set Up A Repeat Income?
Access a full size version of this page at https://desk.zoho.eu/portal/myregdata/kb/articles/how-do-i-set-up-a-repeat-income Click Income Click Record Income Tick Repeat Income Enter details of the repeating income, when complete click Save Note: Add ...
CIS Transaction Recording
Click SETTINGS/COMPANY DETAILS Set the system to Accruals Accounting CIS Subcontractors Record the total value charged to your Customer as a Sales Invoice The Customer deduction from that invoice can be recorded as Sales Credit Note Use a Current ...