Invoices that were created will be displayed in the Invoice list. You can edit, print, and delete the Invoice. Navigation Click on Transactions Click on Invoices Edit the Invoice Click on transactions Click on invoices Select the invoice you wish to edit Edit icon is located below actions It will redirect to a page where […]
Category: How to Docs
How to Docs for myBooks
How to Edit & Delete Cash Invoice
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 […]
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 […]
How to Edit & Delete Customer Payments
Navigation Click on Transactions Click on Customer payments Go to Transactions Click on Customer payment Select the payment you wish to edit Edit icon is located below actions It will redirect to a page where you can make the changes Click save as draft to save the payment Or click save and send to send […]
How to create Expense & Billing?
Creating Expense on myBooks Expense is the cost that every company will bear and it is part of companies operating activities. For example, a retailer will incur electricity charges, salaries, rent for retail space, and for the contractor will incur fuel expenses, salaries, etc. How to get there! To create an expense in myBooks click […]
How to Edit & Delete Expense
Expenses that were added will be displayed in the Expenses list. You edit and delete the Expense as well. Edit an Expense Go to transactions Click on Expense Select the Expenses you wish to edit Edit field is located below actions It will redirect to a page where you can make the changes Click save […]
GST Cash Invoice
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 tax will load based on the place of supply. If the home state is selected, then GST tax will load […]
How to Edit & Delete Bills
Edit the Bill Click on transactions Click on bills Select the Bill you wish to edit Edit icon is located below actions It will redirect to a page where you can make the changes Select save as draft to save the Bill Or select save and send to send the Bill Print the Bill Go […]
How to Edit & Delete Estimates
Estimates which have been added or saved will be displayed in the estimate list. You can edit, print, and delete the estimate. Navigation Click on Transactions Then click on Estimates Edit an Estimate Select the estimate you wish to edit Edit field is located below actions It will redirect to a page where you can […]
GST Bill
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 […]