Customize User Role

The User role and their access to myBooks module can be customized now. The Primary Admin can add the users like Staff, Accountant which was given as default. Also, you can create a new user role as well. The Primary admin should give access to each module to the other users who are associated with […]

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Price List

The Price list has added to mybooks, which is useful to control the pricing of items dynamically based on a variety of parameters like time, Quantity based, customer (category, group) & Item (individual, group, category), etc.. Price list is independent of items sales rate and purchase rate. It works based on its criteria given by the user. It is applicable […]

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Invoice – Send SMS

The invoice sharing is made easy, as per the requirement of users. Now we allow to share the invoice via SMS and also Email. All you need to do is save the phone number of the customer and raise the SMS flag when creating a contact. Users can send the invoice from the create screen, […]

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Customer Payment in Invoice Page

Here is the updated feature for the user’s convenience, the payment details are shown along with the invoice when it’s paid or partially paid. The customer payment of the invoice will be shown in the invoice internal preview screen when the payment is done with invoice creation, Record payment from the internal preview screen, and […]

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How to Convert Estimate to Delivery

Convert Estimate into Delivery, Go to Transactions Click on Estimate Select the estimate you wish to convert into a delivery, then you can find the convert to delivery option above the table. If you want to convert multiple estimates into a sales order, select the estimates then you can find the convert to delivery option […]

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How to Convert Estimate to Sales Order

Convert Estimate into Sales order, Go to Transactions Click on Estimate Select the estimate you wish to convert into a sales order, then you can find the convert to sales order option above the table. If you want to convert multiple estimates into a sales order, select the estimates then you can find the convert […]

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How to Create Delivery

Delivery order are forms that are used to record goods being delivered to a customer. The delivery order will reduce the inventory quantity and record revenue and cost of goods sold. In myBooks you can create delivery by clicking on Transactions > Delivery > Create delivery. You can generate delivery orders independently, or create them by converting a Sales order or Estimate into […]

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How to Create Sales Order

Sales order, sometimes abbreviated as SO, is an order given to the customer, it is an internal document of the company generated by the company itself. A sales order should record the customer’s originating purchase order which is an external document. To create a sales order in myBooks, select Transaction> Sales Order > Create sales order. […]

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How to Delete your myBooks Account

If for any reason, you wish to delete your myBooks account. You can do so from Business profile. Click Delete account on the top right corner. Enter Delete in upper cause and provide an optional reason for deletion. After you submit this, you will receive an email confirmation for deleting your account. Click confirm delete […]

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