In myBooks you can create a Duplicate copy of the existing Bill instead of creating a new one with the same vendor details. Goto Transactions > Bills > Bills list page opens Place the cursor on the particular Bill that you wish to create a duplicate Bill. In the right side corner, next to the […]
Category: FAQ
FAQ for myBooks
How to convert Bill to Invoice
In myBooks, you can convert the existing Bill into an Invoice, instead of creating a new Invoice. Goto Transactions – Bills, All Bills list page opens Select the Bill that you wish to convert as an Invoice, Now you can find the convert to Invoice option above the Filter By Status, Then the selected Delivery […]
How to convert Delivery to Sales Order
In myBooks, the created Delivery can be converted to Sales Order, by selecting Transactions > Delivery > All Deliveries list page opens, Select the Delivery that you want to convert to Sales Order, Now you can find the convert to Sales order option above the Filter By Status, Then the selected Delivery will be converted […]
How to convert Proforma Invoice to Invoice
In myBooks, you can convert the Proforma Invoice into Invoice by a click on Transactions – Proforma Invoice, All Proforma Invoice List page opens Select the Proforma invoice that you want to convert, Now you can find the Convert to Invoice option above the Filter By Status, Then the selected Proforma Invoice will be converted […]
How to create Proforma Invoice
A proforma invoice is a preliminary bill or estimated invoice which is used to request payment from the committed buyer for goods or services before they are supplied. A proforma invoice includes a description of the goods, the total payable amount, and other details about the transaction. In myBooks, you can create a proforma invoice before creating […]
How to convert Sales Order to Delivery
The created sales order can be directly converted to Delivery instead of creating new Delivery. Go to Transactions – Sales order, sales order list page opens Select the sales order that you wish to convert, Now you can find the convert to the Delivery option above the Filter By Status, Then the selected sales order […]
How to Convert Sales Order to Invoice
The created sales order can be directly converted to an Invoice instead of creating a new invoice. Go to Transactions > Sales order, sales order list page opens Select the sales order that you wish to convert, Now you can find the convert to invoice option above the Filter By Status, Then the selected sales […]
How to find the Profit of an Invoice
In myBooks, you can see the profit of each invoice directly on the create invoice screen instead of checking reports, to save your time. This feature helps you to see the profit of each invoice directly on the create invoice screen instead of checking reports, in order to save your valuable time. When you enter […]
How to the Share Invoice Link
In myBooks you can share the invoice as a link. Click on Transactions > Invoices > Invoice list page opens > Internal Preview screen > Share Link Place the cursor and click on the particular invoice that you wish to share with your customer. Then the internal preview page opens, Click on the Share symbol […]
How to create a Duplicate Invoice
In myBooks you can create a duplicate copy of the existing invoice instead of creating a new one with the same customer details. Goto Transactions > Invoices > Invoice list page opens Place the cursor on the particular invoice that you wish to create a duplicate invoice. In the right-side corner, next to the download […]