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 […]

Read More

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 […]

Read More

How to Edit & Delete Vendor Credit Note

Edit the Credit Note Click on Transactions Click on the Vendor credit note Select the Credit note 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 save the Credit note Print the Credit Note Click on transactions Click on […]

Read More

Tax Payment

Taxes which are created in invoice and customer credit notes will be displayed here. This report can be generated for year and months. How to get there! To Create tax payment in myBooks click on Transactions> Tax payment > Record Tax Payment. Create Tax Payment, Go to transactions Click on Tax payment mentioned under others […]

Read More

How to Edit & Delete Invoice

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 […]

Read More

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 […]

Read More

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 […]

Read More

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 […]

Read More

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 […]

Read More

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 […]

Read More