Sales

To sell services to a customer

The Sales window should be displayed.

  1. If the customer has asked for a quote or order, choose one of those options from the upper left corner of the window. (Choosing the sale you want)


  2. Enter the customer's name, and review the shipping address and credit terms. You can change them if necessary. (Entering information about the customer)

    You can change the customer's credit terms for this transaction only. (To change a customer's credit terms for one transaction)

    You can also change the currency (To change the exchange rate)

    You can indicate whether the customer is billed for job expenses. (To bill a customer for reimbursable expenses)


  3. Review the invoice number and date. If the customer has given you a purchase order number, be sure to enter it.


  4. Be sure the Service or Professional layout is selected. The selected layout appears in the Sales window's title. (To choose a sales layout)


  5. Enter a line item for each service you are selling. Enter the income account that's used to track the type of service you're selling. (Entering line items, headers and subtotals on a sale)


  6. If the customer paid all or part of the amount owed, enter the amount paid in the Paid Today field. (Paid Today isn't available for Quotes.)


    Note: When you make a payment on an Order, the payment amount is recorded in the linked Liability Account for Customer Deposits.
  1. Review the payment method and details, if necessary. (To enter payment details)


    If information was entered in the Payment Details view of the Card Information window for the customer, that information will display automatically.
    If the customer is paying by credit card, verify that the correct card information is entered and that Group with Undeposited Funds is selected.
    Note:  Choose your undeposited funds account for customer credit card payments and credits
    Note:  If you subscribe to the MYOB Merchant Account Service, you can authorize the payment
  1. You can add more information about your sale, such as a journal entry memo, the salesperson or a referral source. The tax code that is selected for the customer on the customer card is entered automatically when the customer card is entered in the Sales window. You can change it, if you wish. (Entering additional information about the sale)


  2. If you want to print an invoice (quote or order) for the sale, click the Print button. Otherwise, click Record. You can print the invoice later if you like, using the Print/Email Invoices feature. (To print invoices, packing slips and labels)


    -- or --
    If you want to email the invoice, fax the invoice or save the invoice to disk, click the Send To button. (Choosing what to do with the sale)

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