In myBooks, you can record the payment instead of going to the customer payments screen now. Goto Transactions > Invoices > Invoice list page opens Place the cursor on the particular invoice that you wish to record payment. In the right side corner, next to the Edit symbol you can find the Record payment, just […]
Category: Sales & Invoicing
How to create a Price List
The Price list has added to mybooks, which is useful to control the pricing of items dynamically based on a variety of parameters like time, Quantity based, customer (category, group) & Item (individual, group, category), etc.. Price list is independent of items sales rate and purchase rate. It works based on its criteria given by the user. It is applicable […]
How to send Invoice as SMS
The invoice sharing is made easy, as per the requirement of users. Now we allow to share the invoice via SMS and also Email. All you need to do is save the phone number of the customer and raise the SMS flag when creating a contact. Users can send the invoice from the create screen, […]
Customer Payment in Invoice Page
Here is the updated feature for the user’s convenience, the payment details are shown along with the invoice when it’s paid or partially paid. The customer payment of the invoice will be shown in the invoice internal preview screen when the payment is done with invoice creation, Record payment from the internal preview screen, and […]
Invoice – Invoice Packing Slip
A packing slip is a document that describes the object of a shipment to a customer. The packing slip contains a separate line item for each item shipped. Each line item has the product number, product description, and unit quantity shipped.
Automated Payment Remainder
Overdue payments can cause chaos for businesses. If your incoming cash is intermittent and unpredictable it’s much harder to manage your outgoing cash. Organizing and polishing your overdue payment reminder communications is critical to having a functional collections process. Overdue Remainder Select Overdue remainder in myBooks by a click on Settings > Business Settings > […]
How to Convert Estimate to Delivery
Convert Estimate into Delivery, Go to Transactions Click on Estimate Select the estimate you wish to convert into a delivery, then you can find the convert to delivery option above the table. If you want to convert multiple estimates into a sales order, select the estimates then you can find the convert to delivery option […]
How to Convert Estimate to Sales Order
Convert Estimate into Sales order, Go to Transactions Click on Estimate Select the estimate you wish to convert into a sales order, then you can find the convert to sales order option above the table. If you want to convert multiple estimates into a sales order, select the estimates then you can find the convert […]
How to Create Delivery
Delivery orders are forms that are used to record goods being delivered to a customer. The delivery order will reduce the inventory quantity and record revenue and cost of goods sold. In myBooks you can create delivery by clicking on Transactions > Delivery > Create delivery. You can generate delivery orders independently, or create them by converting a Sales order or Estimate into […]
Inventory Valuation Details
This report provides a quick valuation of all balance inventory. which are in stock. it will provide the total value of stock in hand, Age of the stocks, and the unit price of those stock. This report will be helpful in identifying the total value of stocks. This report can be created in three different […]