Category: Sales & Invoicing

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 […]

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 […]

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 […]

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 […]

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 […]