Entering sales

What's new

Setup

Security

Maintenance

Everyday tasks

Period-end tasks

Reports and forms

Importing/exporting

-------------

Glossary

Site help

Sitemap

Accounts

Banking

Sales

Time billing

Purchases

Inventory

Payroll

Cards

Jobs

Sales have three different statuses: Quote, Order and Invoice.

Quote You can enter a quote into MYOB AccountEdge to easily provide an estimate or sales quote to a customer without creating a transaction. A quote has no impact on your inventory levels and can be changed to an order or an invoice when your customer is ready to buy. It can be deleted if your customer decides not to purchase your product or service. When a quote is changed to an Order or an Invoice, the original quote will be stored in the Sales Register. If you want quotes to be deleted after they're changed, choose Preferences from the Setup menu to display the Preferences window, then click the Sales tab and mark the box labelled "Delete Quotes upon Changing to and Recording as an Order or Invoice'

Order A sales order is a sale that you expect to occur sometime in the future. Orders aren't actual transactions that affect your financial and inventory numbers; they merely store sales information until you're ready to use them. Any payments recorded for an order, however, will create a transaction in AccountEdge. You can record an order as an invoice if the customer completes the sale or delete it if he or she decides not to buy. Orders can't be changed to quotes once they've been entered into AccountEdge.

Invoice An invoice is the actual recorded sale. It records a transaction in the appropriate journal and decreases any inventory on hand. Invoices can be open, closed or exist as credit memos. A recorded invoices can't be changed into a quote or an order.

Bank Register

You can also use the Bank Register to quickly enter completed sales transactions with a single allocation account. See Entering sales (Bank Register) for more information.

Before you begin entering sales into AccountEdge, read the topics below for some helpful information.

Step by step