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

MYOB Online Course Videos — MYOB Sales — Inserting and Deleting Lines and Headings

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 … Read more MYOB Online Course Videos — MYOB Sales — Inserting and Deleting Lines and Headings

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

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 … Read more MYOB Online Course Videos — MYOB Sales — Converting Order to Invoice

MYOB Online Course Videos — Moving and Resizing Fields

To resize a text box, select the box for resizing. You will note that the text is centred in the text box. To resize, select the centre black box and, making sure that you see a cross, hold the mouse down and drag to the required size. The text will still continue to be centred. … Read more MYOB Online Course Videos — Moving and Resizing Fields

MYOB Online Course Videos — Tax ‘Inclusive’ and Tax ‘Extended’ Invoice Layouts

In ‘Customise Forms’, MYOB gives you several options. First, you can select the option INCIPLN which is Tax Inclusive Plain Paper Invoice. Then click on Customise. You will see with this option that under the Heading ‘Price’, it has Inc Amount. Under the Heading ‘Extended’ it also has Inc Amount. This shows you that the … Read more MYOB Online Course Videos — Tax ‘Inclusive’ and Tax ‘Extended’ Invoice Layouts

MYOB Online Course Videos — Invoice Form Layouts

To Customise Forms, go to Setup on the Toolbar, then Customise Forms and select Invoice. The Customise Forms dialog box will open up. You will note that in the Sales Layout section that ‘Item’ is already selected. This was done previously when setting up the company. You can change this here if you had selected … Read more MYOB Online Course Videos — Invoice Form Layouts

MYOB Online Course Videos — Restoring a Backed Up File

Restoring a backed up file is easy! Just go to File, then click Restore in the dropdown box. MYOB will prompt you to back up the company file you are in; just click No. Select the file you want to restore. Insert the disc or USB (whichever way you backed up your file), select File, then … Read more MYOB Online Course Videos — Restoring a Backed Up File

Call Now