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 […]
Category: FAQ
FAQ for myBooks
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 […]
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 […]
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 […]
How to create Bill
Goods or the services rendered by the provider are often referred to as a supplier or vendors. 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 […]
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 […]