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.
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.
Let’s assume that you have your selected invoice type open (for example, INCIPLN). If you click on a Text Field (for instance, Company Name) you will see that you are able to move the Text Box.
On the Tool Bar is an icon for Form Properties. Click on the icon and the Form Properties Box will open. First make sure that the Paper Size for your Invoice is correct. The size used most is A4.
Click on the Options Tab. Here you will see that the invoice (or form) is comprised of Grids. You are given the option to have Text boxes ‘Snap to Grids’ (‘Snapping to’ is a Desktop Publishing Term) — this comes in handy if you want to have all text boxes lining up. Here you can also change the size of the grids.
Should you leave ‘Snap to Grid’ unticked, you are then able to move Text boxes anywhere in the form/invoice.
A Handy Hint: You can use the arrows on your keyboard to move the Text box once it is highlighted.