Join Elizabeth Haverfield for an in-depth discussion in this video Customer statements, part of MYOB AccountRight Essential Training.
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In the Sales Command Center, click onto Print Email…Statements to display the Review Statements Before Delivery window.…Notice that our statements are to be printed.…You can also email them.…Our type is Invoice, and our statement date is set at the 31st of January, 2013.…We have a tick in the box to include invoices up to the statement date, and…only one copy of the statement per customer.…In the advanced filters button, we could nominate which customers we wanted…to send to, and it recaps our selections from the previous screen.…
Down towards the bottom, in our selected form for statement, ensure…that the account right enterprise plain paper statement style is used.…Click onto the OK button.…Now this is an option where we can choose…all the customers by clicking onto the tick icon.…You can click it again, to turn it off.…Or you can individually nominate which customers.…We'd like all of them.…Click onto the print button, and it commences to print them to your printer.…
In our demonstration we will Cancel to return to the command centre.…
- 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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