How to Edit & Delete Customer Credit Notes

Credit Notes which were added will be displayed in the Credit Note list. Here you can edit and apply to invoices or print and delete the credit notes. Navigation Click on Transactions Click on Credit notes Edit the Credit Note Select the Credit note you wish to edit Edit icon is located below actions It […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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GST Purchase Order

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 […]

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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 […]

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