Tag: MYOB Sales

Posted on by

MYOB Online Course Videos — MYOB Sales: Entering a Service Invoice

You can change the type of layout for customers even though layout styles for invoices were selected upon the original set up of your company.

Select the customer, click on the Layout Icon at the bottom of the invoice screen, select ‘Service’ then click ‘OK’. The invoice has now been changed.

MYOB allows for more information to be entered in the description field. You will note that the next field is the ‘Account’ field and, if you tab, MYOB will bring up your list of accounts, defaulting to Income Accounts as this is the type of Account which MUST be entered in this field. Select Account Type and then enter the amount.

If you have received a deposit, MYOB will give a field for this option. Enter the part payment in ‘Paid Today’ then select or just type in the payment method, tab and you will note that MYOB has calculated the balance due.

In the ‘Comments’ field you can type anything that is required as you do not need to use comments MYOB has listed.

502107 Entering a service invoice in MYOB
502107 Entering a service invoice in MYOB

Video Reference: 502107

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=401

Receive EzyLearn news, new training materials and updates as they occur by subscribing to the blog: www.ezylearn.com.au/wordpress

For information about our Online MYOB Training Course and new Lifetime Membership for all students, please visit: http://ezylearnonline.com.au/courses/myob-training/

Please feel free to send your comments about this video to: sales@ezylearn.com.au

 

Posted on by

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

Receive EzyLearn news, new training materials and updates as they occur by subscribing to the blog: www.ezylearn.com.au/wordpress

For information about our Online MYOB Training Course and new Lifetime Membership for all students, please visit: http://ezylearnonline.com.au/courses/myob-training/

Please feel free to send your comments about this video to: sales@ezylearn.com.au