Business Summary

Business summary report is the quick overview of the notifications, sales and purchase information for the selected frequency, sales invoice and customer payments will be displayed in the report and from purchase expense, bills and vendor payments. How to get there! To enable business summary in myBooks click on Settings> Business settings > Preferences > […]

Read More

How to Convert Estimate to Invoice

Convert the Estimate into Invoice, Go to Transactions Click on Estimate Select the estimate you wish to convert into an invoice Convert to invoice icon is located under actions Or to convert multiple estimates into invoices, select the estimates which need to be converted into invoices Select the convert to invoice option below actions Estimate […]

Read More

How to Create an Invoice

An 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 a bill or sales invoice. How to get there! To create an invoice in myBooks […]

Read More

How to Create Cash Invoice

A cash invoice is a document issued by the seller to the customer when a customer buys the product and immediately pays for the product or the service rendered by the seller. How to get there! To create a Cash invoice in myBooks click on Transactions > Cash invoice> Create cash invoice or click on […]

Read More

How to Create Customer Credit Notes

A credit note is an amount that the seller owes the buyer and it is sent from the seller to the buyer indicating the buyer that credit exists in his name and it is issued in the buyer’s name to track until the credit is fully paid off How to get there! To create a […]

Read More

Apply to Customer Credit Notes

Go to Transactions Click on the Credit note Choose the credit you wish to apply to the invoice Apply to invoice icon is located below actions It will redirect to a page where all the open invoice for that customer will appear Customer name and Balance for the customer will be displayed at the top […]

Read More

How to create Customer Payments

Customer who made the payments for the services or the goods rendered by the seller, you can track the payments coming into your Business.  How to get there! To create a Customer payment in myBooks click on Transactions > Customer payments> Create customer payment or click on Create which is located in the top right-hand […]

Read More

How to create Purchase Order

The buyer generates the purchase order in order to keep track of purchases. A purchase order document is generated by the buyer and will have a description of the product, product amount, the quantity of the product, and terms associated with the purchase order. How to get there! To create a Purchase order in myBooks […]

Read More

How to create Bill

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. How to get there! To create a Bill in myBooks click on Transactions > Bill > Create bill or click on Create which […]

Read More

How to create a Vendor Credit Note

Vendor Credit note is a transaction that reduces the money owed to the vendor for future transactions. When the vendor credit is created amount owed to the vendor will be reduced by the amount of credit issued. How to get there! To create a Vendor credit note in myBooks click on Transactions > Vendor credit […]

Read More