MYOB Online Course Videos — MYOB Screen

You have launched MYOB and now the Command Centre is on your screen. You will note that the to icons are Accounts, Banking, Sales, Time Billing, Purchases, Payroll, Inventory and Card List. Clicking on each one of these will take you to the Command Centre of that particular section. For Example: Sales. You will see … Read more MYOB Online Course Videos — MYOB Screen

MYOB Online Course Videos — Final Form Customisations

You have now completed the invoice. To see what the invoice will look like, click on the preview icon on the Tool Bar. Your invoice is now showing and you can see how it will look printed. If you find that the logo is too high and the top part is ‘cut off’, simply close … Read more MYOB Online Course Videos — Final Form Customisations

MYOB Online Course Videos — MYOB Sales — Changing Item Information

Just say you are entering a sale in an item invoice and realise that there is information that you need to change. MYOB has made this easy! For example: You have raised an invoice for a customer and that customer has contacted you and has requested items to be sent to another address. Simply tab … Read more MYOB Online Course Videos — MYOB Sales — Changing Item Information

MYOB Online Course Videos — MYOB Sales — Changing Payment Terms

When you originally entered your company into MYOB you will have created ‘Terms of Payment’. These can be easily changed in MYOB if you want to. To do so, just open the required invoice on your screen and click on the white arrow next to ‘Terms’. The Credit Terms window will be displayed. The most … Read more MYOB Online Course Videos — MYOB Sales — Changing Payment Terms

MYOB Online Course Videos — MYOB Sales — Converting a Quote to an Order

Imagine this is the scenario: one of your customers has accepted the quote you”ve sent and as a result, you need to make an order. In the Main Command Centre, click on the Sales icon and then click Enter Sales. The screen that opens will be the type of sale last used when opened in … Read more MYOB Online Course Videos — MYOB Sales — Converting a Quote to an Order

MYOB Online Course Videos — MYOB Sales — Converting Order to Invoice using Sales Register

To convert an order to an invoice, click on Sales in the Main Command Centre then click on Sales Register. You will see 6 tabs in the Sales Register: 1. All Sales – here MYOB shows you all sales, whether open or closed. 2. Quotes – here you can delete any quotes that have been … Read more MYOB Online Course Videos — MYOB Sales — Converting Order to Invoice using Sales Register

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