Join Elizabeth Haverfield for an in-depth discussion in this video Changing the status of sales, part of MYOB AccountRight 2013 Essential Training.
…Quotes and sales orders entered into AccountRight…Live can easily be converted into invoices.…This diagram shows the different conversions that are possible.…A quote to an order, and then an order to an invoice.…Or a quote directly to an invoice.…Our next video will look at the two methods…that can be used to change the status of sales.…Either through the Enter Sales window or the Sales Register.…Before converting any quotes or sales orders into…invoices, we need to check our sales preferences.…
Let's click onto Setup on the menu bar and down to Preferences.…Click onto the Sales tab.…We need to make sure that there is no tick in…Retain original invoice number when quotes change to orders or invoices.…This is a system wide setting, and this means that it will not…keep or retain the original number of the sales docket.…So, let's click OK and return to the command center.…Our first method is to convert a quote to an invoice via the Enter Sales window.…
This was a quote for Harris Lawyers.…Let's go to Enter Sales, and type Harris Lawyers.…
Author
Elizabeth Haverfield
Released
6/12/2014- Creating a company file
- Understanding libraries and where your data is
- 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 cheque accounts
Skill Level Beginner
Duration
Views
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Introduction
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Welcome37s
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1. Getting Started with MYOB
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Case study overview4m 30s
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Setting up preferences3m 5s
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Setting up tax codes1m 38s
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Using the Help Centre1m 33s
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2. Working with the Accounts List
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Designing the Accounts Lists2m 44s
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Changing account details3m 19s
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Creating an account1m 53s
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Deleting an account1m 19s
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Linking accounts3m 42s
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3. Adding Cards
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Overview of cards1m 12s
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Adding customer cards6m 49s
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Adding supplier cards5m 2s
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Deleting cards1m 9s
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4. Entering Historical Balances
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Searching and finding cards1m 48s
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Customer historical balances3m 30s
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5. Initial Bank Reconciliation
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An overview of reconciling1m 42s
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6. Backing Up and Restoring a Company Data File
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The importance of backing up1m 18s
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7. Spending Money from the Cheque Account
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Banking preferences1m 50s
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Recording bank charges3m 27s
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Viewing transactions4m 14s
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8. Invoicing a Service Customer
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An overview of invoicing1m 27s
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Sales preferences3m 55s
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Creating service invoices8m 55s
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Changing the status of sales4m 48s
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Viewing sales information1m 59s
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9. Recording Customer payments
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How much do customers owe?1m 46s
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Customer statements1m 47s
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10. Entering and Paying Bills
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Purchase preferences3m 10s
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Recording bills to be paid2m 43s
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Viewing supplier balances2m 16s
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Paying bills3m 4s
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11. Receipting Cash Sales
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Recording cash sales2m 42s
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Viewing cash receipts1m 47s
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12. Reconciling the Checking Account and Bank Feeds
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Why reconcile?1m 36s
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Preparing a bank deposit3m 32s
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Conclusion
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Next steps7s
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Video: Changing the status of sales