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 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 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 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 […]
Apply to Customer Credit Notes
Go to Transactions Click on the Credit note Choose the credit you wish to apply to the invoice Apply to invoice icon is located below actions It will redirect to a page where all the open invoice for that customer will appear Customer name and Balance for the customer will be displayed at the top […]
How to create customer payments
Customer who made the payments for the services or the goods rendered by the seller, you can track the payments coming into your Business. How to get there! To create a Customer payment in myBooks click on Transactions > Customer payments> Create customer payment or click on Create which is located in the top right-hand […]