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Sales and Invoicing

The Sales module is where you manage your revenue-generating activities, from quotes to final payments.

Workflow Overview​

  1. Quote: Send an estimate to a customer.
  2. Invoice: Convert a quote to an invoice or create one directly.
  3. Payment: Record the payment received from the customer.

Creating an Invoice​

  1. Go to Transactions > Invoices.
  2. Click New Invoice.
  3. Select a Customer.
  4. Add Items: Choose from your catalog or enter a description.
  5. Adjust Quantity and Price. MyBooks will calculate taxes automatically based on the item settings and customer location.
  6. Save and Send: Save the invoice and email it to the customer directly from MyBooks.

Recording Payments​

When a customer pays:

  1. Open the Invoice and click Record Payment.
  2. Select the Payment Date and the Bank/Cash Account where the funds were received.
  3. If it's a partial payment, adjust the Amount Received.
  4. The invoice status will update to Paid or Partially Paid.

Credit Notes​

Use Credit Notes to record returns or provide discounts after an invoice has been issued.