Category: Mobile Support Page

Reports are the collection of financial information that is obtained from the accounting records of a business. Reports are used to analyze the sales profit of your business. In myBooks, different types of Reports type available, you can access them by a click on the Reports. How to Generate Customer Aging Summary Report This report […]

In myBooks under the setting option, you can add currency, your business profile, and details, etc., Currency – myBooks supports Multi-currency transactions. To add currency, go to Settings > Currency Click on Add currency Subscription – Your subscription details will be shown here Company info Enter the company information such as company name, website name, […]

Goods or the services rendered by the provider are often referred to as a supplier or vendor. Having a proper record of bills will help in identifying the paid and unpaid bills. In myBooks, click on Bills, bill list page opens. There you can find the unpaid & paid bills separately. You can search for […]

When a company order goods from a supplier, they raise a Bill, when the goods or services arrive they will receive an invoice from the supplier. If the goods or services match the bill, then details of the invoice are entered into the vendor payment, it helps to track how much money is going out […]

Goods or services rendered by the business and for those services or goods customer will make a payment and those payments can be categorized here. In myBooks, select customer payment, the customer payment list page opens. There you can find the list of created customer payments. How to Create a Customer Payment Click on the […]

In myBooks you can save your client details. Click on contacts, contact list page opens. You can find the list of created contacts. Also, you can view the contacts separately as customers or vendors or both together by using the filter option. How to Create a Contact Click on the “+” icon to create a […]

Items are the products or service you render or sell to your customers. If your business buys or sells a product or service and you can add those product or service here.  By adding all of the products and services offer by your company, you can create a catalogue to manage the items you deal with on […]

Expense occurs is the cost that every companies will bear and it is part of companies operating activities. For example a retailer will incur electricity charges, salaries, rent for retail space and for contractor will incur fuel expenses, salaries etc. In myBooks click on Expenses, the Expenses List Page opens. There you can find the […]

A cash sale occurs when a customer pays for goods or services immediately upon delivery. Click on Cash Invoice, Cash Invoices List Page opens. There you can find the list of created cash invoices. How to Create a Cash Invoice Click on the “+” icon to create a New Cash Invoice. Select the Date Select the Revenue […]

Invoice is an official document that is sent from the buyer to the seller it shows the goods and services rendered by your business and the payment information that the buyer has to make. It is also known as Bill or Sales invoice.   Click on the Invoice, Invoice List Page opens. There you can find the unpaid […]