Entering sales

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Sales have two different statuses: Quote and Invoice.

Quote You can enter a quote into MYOB FirstEdge to easily provide an estimate or sales quote to a customer without creating a transaction. A quote can be changed to 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 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 labeled "Delete Quotes upon Changing to and Recording as an Invoice.'

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

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 FirstEdge, read the topics below for some helpful information.

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