Join Elizabeth Haverfield for an in-depth discussion in this video Changing the status of sales, part of MYOB AccountRight Essential Training.
Quotes or orders entered into MYOB account…write can easily be converted into invoices.…This diagram we showed in the sales overview, shows the different conversions…that are possible; a sales quote to a sales order, or sales order to an invoice.…Or even a quote directly into an invoice.…In this video, we'll look at the two different…methods that can be used to change the status…of a sale.…Either through the sales register or the Enter Sales option.…
First, we need to make a change to one of the sales preferences set up earlier.…Let's go to set-up, down to Preferences, and on the Sales tab, take the tick off…to retain the original invoice number when quotes…change to orders or invoices, and click OK.…The first method…is to convert a quote or an order to an invoice in the Enter Sales window.…Let's change the quote we entered for Harris Lawyers to an invoice.…Let's go into enter sales and type in Harris Lawyers.…
It's automatically found a quote one double zero, three on the 4th of January…for $500. We want to use this particular quote.…
- Creating a company file
- Setting up tax codes
- Adding accounts
- Creating customer and supplier cards
- Performing a bank reconciliation
- Recording transactions
- Invoicing a customer
- Processing payments
- Entering and paying bills
- Recording cash sales
- Reconciling check accounts
Skill Level Beginner
1. Getting Started with MYOB
2. Working with the Accounts List
3. Adding Cards
4. Entering Historical Balances
5. Performing an Initial Bank Reconciliation
6. Backing Up and Restoring a Company Data File
7. Spending Money from the Cheque Account
8. Invoicing a Service Customer
9. Recording Customer Payments
10. Entering and Paying Bills
11. Receipting Cash Sales
12. Reconciling the Cheque Account
Next steps1m 56s
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