This report provides quick valuation of all balance inventory. which are in stock. it will provide total value of stock in hand and unit price of those stock. This report will be helpful in identifying total value of stocks. This report can created in three different sections they are Current, Previous and Custom. In current, […]
Category: Sales & Invoicing
Set Up Online Payments
Set up online payment is very easy with myBooks. Depending on your country, options will be available. Currently, myBooks supports payment integrations from Stripe, Paypal, and PayTM (India Only) future payment gateways will be added in the future. Click on connect and complete the login on the payment gateway to complete the setup. Once done, […]
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 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 […]
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 […]
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 […]
Customize your Invoice
The above is the video to customize your invoice on myBooks. Here is the step by step explanation of the above mentioned topic. How to get there! To customize invoice in myBooks click on Settings> Business settings > Templates. How to Customize PDF Templates MyBooks will display 10 different types of variants Click on any […]
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 […]
How to Convert Estimate to Invoice
Convert the Estimate into Invoice, Go to Transactions Click on Estimate Select the estimate you wish to convert into an invoice Convert to invoice icon is located under actions Or to convert multiple estimates into invoices, select the estimates which need to be converted into invoices Select the convert to invoice option below actions Estimate […]