This report shows records of Expense by item and it includes items for which payment not made. This report also shows quantity purchased, amount, and average price. The expense by items report will be helpful in identifying which items you spent the most amount of money on. This report can be created in three different […]
Category: FAQ
FAQ for myBooks
Customer Balance Report
This report shows records of Customer balance and it includes items for which payment not made. This report also shows Invoice balance, Available balance, Balance (FCY), and Balance (BCY). This report will be helpful in identifying your customers’ outstanding balances. This report can be created in three different sections they are Current, Previous, and Custom. […]
Tags
Transactions can be grouped by any number of variables using tags in myBooks. Any contacts and items created in myBooks can be added as a tag in myBooks. Contacts and items will not be displayed as tag lists in the tag list but they can be added as tags in the transactions. Custom text tags […]
How to create Estimate
In myBooks, an estimate is an offer or a quote of the services or goods offered by your business. How to get there! To create an Estimate in myBooks click on Transactions > Estimate> Create estimate or click on Create which is located in the top right-hand corner and then click on the estimate. Create […]
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 > […]
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 […]
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 […]
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 […]
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 […]
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 […]