In myBooks, you can record the payment instead of going to the customer payments screen now. Goto Transactions > Invoices > Invoice list page opens Place the cursor on the particular invoice that you wish to record payment. In the right side corner, next to the Edit symbol you can find the Record payment, just […]
Category: FAQ
FAQ for myBooks
How to Add Multiple Branches
Here you can manage Multiple Branches, all branches under the head/central branch so that administrators or managers of the central branch can view all branch-related accounts from one place. Branch-specific accounting helps you to maintain the accounting data of each branch or operating location of an organization separately to avoid confusion. In Dashboard, click on HQ (Head Quarters) which is shown […]
How to Add Multiple Companies
The above is the video to add multiple companies on myBooks. Here follows the step-by-step procedure to add multiple companies on myBooks. In the Dashboard, click on your Business name, a dialog box opens Then click on Add Company, A window opens, enter the details of your second company, such as Business name Phone Number […]
Customize User Role
The User role and their access to the 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 […]
How to create a 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 […]
How to send Invoice as 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, […]
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 […]
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 […]
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 […]
How to Create Delivery
Delivery orders 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 […]