Estimate, Invoice, Bills, Purchase order, Sales Order, Delivery have the Salesperson option. You can set a salesperson based on your business and branches, as default under the settings option, instead of selecting the salespeople all the time while creating those transactions. Goto Settings > Business settings > Preferences > Sales Persons Click on salespersons, Sales […]
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Sales & Invoicing
How to find the Profit of an Invoice
In myBooks, you can see the profit of each invoice directly on the create invoice screen instead of checking reports, to save your time. This feature helps you to see the profit of each invoice directly on the create invoice screen instead of checking reports, in order to save your valuable time. When you enter […]
How to the Share Invoice Link
In myBooks you can share the invoice as a link. Click on Transactions > Invoices > Invoice list page opens > Internal Preview screen > Share Link Place the cursor and click on the particular invoice that you wish to share with your customer. Then the internal preview page opens, Click on the Share symbol […]
How to Add Multiple Branches
Here you can manage Multiple Branches, all branches under the head/central branch so that administrators or managers of the central branch can view all branch-related accounts from one place. Branch-specific accounting helps you to maintain the accounting data of each branch or operating location of an organization separately to avoid confusion. In Dashboard, click on HQ (Head Quarters) which is shown […]
How to Add Multiple Companies
The above is the video to add multiple companies on myBooks. Here follows the step-by-step procedure to add multiple companies on myBooks. In the Dashboard, click on your Business name, a dialog box opens Then click on Add Company, A window opens, enter the details of your second company, such as Business name Phone Number […]
How to Import Vyapar with myBooks
In vyapar, go to Menu, click on Backup/Restore. In the drop-down, you can find options such as Auto Backup, Back up to phone, Backup to e-mail, Restore backup. Select the option from the drop list as per your preference. For instance, select the Backup to e-mail, you will receive an email that contains the backup […]