There are times that you might need to add a Header in your invoice. Again MYOB has made this maneuver very simple.
Simply enter the Sales Register and click on Sales. You’ll now have a blank invoice on your screen.
Type in the name of the client and tab through the fields until you get to the description field, click on Edit in the top Toolbar and click on Insert Header in the dropdown menu. Type in what is needed as a header, then tab and you’ll find yourself on a new line. Type in the description, then tab, and enter in the relevant account and amount.
(Note: when you have made a Header, the type colour will change to grey.)
If you want to add a Header, be sure to select this option first. If you’ve already typed in the description, select Insert Header and what you’ve already entered will disappear.
To delete a Header or Line, simply highlight either, select Edit on the top Toolbar and select Delete Line. Simple.
To change an existing order into an invoice, click Sales from the Command Centre, then click Enter Sales.
You’ll now see a blank screen where you enter Invoices, Quotes and Orders. Type in the name of your customer then click Tab and the list of quotes and orders for that customer will appear on your screen. Select the order required and click Use Sale.
The order is now on the screen. Click the Invoice icon at the bottom of the screen and you’ll see that the order has been converted into an invoice. Note that the invoice number and order number are the same.
You can now send, print or record as normal.
If your Customer has paid the invoice, MYOB lets you fill in this option by clicking on the Payment Icon; it will then take you to the Payment Screen.
HINT: Click the Escape key to take you out of the payment screen if you have clicked on payment by mistake.
The Transaction Journal shows how accounts are broken down.
If you want to check out sales, ensure you”re in the Sales Command Centre and then click on Transaction Journal.
MYOB will default to the Sales Tab and the “to and from” dates will default to today”s date. Therefore, if you”re searching for a particular transaction, you”ll need to make sure the dates shown are the ones you require.
The Transaction Journal has a number of tabs: General, Disbursements, Receipts, Sales, Purchases, Inventory and All.
The Transaction Journal looks completely different to the Sales Register, with the sales amounts being broken down to the various accounts. For example: If you”ve given your customer terms, an amount will be shown in Trade Debtors and GST-owed and GST-collected will be shown separately.
The ID# at the online casino top of the Transaction Journal simply means the Invoice Number.
To check on any Sales, click on Sales Register. You will notice that MYOB defaults to the ‘All Sales’ tab. The other options are Quotes, Orders, Open Invoices, Returns & Credits and Closed Invoices. The dates to and from will default to today’s date.
If you”re searching for an older sale, make sure the Dates from and to are correct.
You should see on your screen the date of the sale, the invoice number, customer purchase order number (if you received one), the amount, amount due and status.
Depending on which invoice you”re searching for, you online casino can filter by clicking on the appropriate tab; it’s that easy!
To check on A/R (Accounts Receivable) click on the To Do List icon. You will now be able to see all customers owing you money. The columns give you the following information:
Name of Customer
The last column allows you to select either individual customers or all of the customers.
Select the customers that you wish to send a payment reminder to, and when you’ve done this, you can simply click on the Mail Merge icon at the bottom of the screen.
The same goes for for AP (Accounts Payable). This is in reverse; ie. for the suppliers you use whom your business owes money to. The information in the columns is the same with the exception of Invoice numbers which are instead listed as Purchase Orders. Again you can select individual suppliers or select all. You can then begin the process of paying by clicking on the Pay Bills icon on the bottom of the screen.
Note that the white arrow will take you to the Invoice or Purchase Order for that particular Customer or Supplier when clicking on it.