MYOB Online Course Videos — MYOB Sales: Entering Quotes

If you operate a business that gives Quotes prior to a Sale, entering Quotes is simple!

In the Sales Command Centre, click on ‘Enter Sales’ and you will then have a blank Sales Invoice on your screen as per usual.

In the top corner where it says Invoice, click on the drop down arrow. MYOB gives you 3 options: Invoice, Quote and Order. MYOB has also given these options different colours so that you will always know which option you are in.

  • Invoice is Blue
  • Quote is Orange
  • Order is Yellow

Select Quote; you will note that the layout for a Quote is the same as an Invoice. Select Customer and complete as you would for a sale.

MYOB gives you the option to either print the Quote and send to your customer or email directly to your customer.

These sending options are at the bottom of your screen.

502109 Entering Quotes in MYOB
502109 Entering Quotes in MYOB

Video Reference: 502109

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=403

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