What's new

What's new

Setup

Setup

Security

Security

Maintenance

Maintenance

Everyday tasks

Everyday tasks

Period-end tasks

Period-end tasks

Reports and forms

Reports and forms

Importing/exporting

Importing/exporting

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Glossary

Glossary

Topics

Topics

Site Tools

Site Tools

Search

Search

Sales

Making sales

In MYOB FirstEdge, sales are transactions that indicate that items or services were sold to a customer. There are four layouts for sales:

• Item sales track the sale of items.

• Service sales track the sale of services and other non-inventoried goods.

• Professional sales track the sales of services and other non-inventoried goods, as well as the dates each individual service was sold.

• Miscellaneous sales track sales that don't require a printed invoice.

• Entering sales

• Entering sales (Bank Register)

• Processing credit card sales

• Printing invoices, packing slips and labels

• Emailing a report or a single form

• Emailing a batch of forms

• Printing and emailing invoice and activity statements

• Emailing customer statements

• Using recurring transactions

• Finding sales

• Reviewing your sales activity

• Changing, deleting, reversing and converting sales

• Tracking work on retainer

• Handling a sale to a customer who has exceeded the credit limit