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 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 […]
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 Create an Invoice
An invoice is an official document that is sent from the buyer to the seller, it shows the goods and services rendered by your business and the payment information that the buyer has to make. It is also known as a bill or sales invoice. How to get there! To create an invoice in myBooks […]
How to Create Cash Invoice
A cash invoice is a document issued by the seller to the customer when a customer buys the product and immediately pays for the product or the service rendered by the seller. How to get there! To create a Cash invoice in myBooks click on Transactions > Cash invoice> Create cash invoice or click on […]
How to Create Customer Credit Notes
A credit note is an amount that the seller owes the buyer and it is sent from the seller to the buyer indicating the buyer that credit exists in his name and it is issued in the buyer’s name to track until the credit is fully paid off How to get there! To create a […]