Navigation Click on Transactions Then click on Cash Invoice Edit the Cash Invoice Select the cash invoice you wish to edit Edit icon is located below actions It will redirect to a page where you can make the changes Press save to update the changes Print the Cash Invoice Select the cash invoice you wish […]
Category: How to Docs
How to Docs for myBooks
GST Invoice
Place of supply – Determine whether the transaction has to levy inter or intra tax in mybooks and also based on the GST treatments, GST and IGST tax will load in mybooks. Taxes – In myBooks tax will load based selected on the place of supply. If the home state is selected then GST tax […]
GST Estimate
Place of supply – Determine whether the transaction has to levy inter or intra tax in mybooks and based on the GST treatments, GST and IGST tax will load in mybooks. Taxes – In myBooks, the tax will load based on the place of supply. If the home state is selected then GST tax will […]
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 […]
GST Customer Credit Notes
Place of supply – Defines, whether the transaction has to levy inter or intra tax in mybooks and based on the GST treatments, GST and IGST tax, will load in mybooks. Taxes – In myBooks, the tax will load based on the place of supply. If the home state is selected then GST tax will […]
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 […]
GST Expense
Place of supply – Determine, whether the transaction has to levy inter or intra tax in mybooks and based on the GST treatments, GST, and IGST tax, will load in mybooks. Reverse charge – Reverse charge will only load in purchase transactions. Reverse charge means normally your vendor will pay for the tax which was […]