Sales

To make a sale (Bank Register)

The steps below are suitable for sales of services requiring only one allocation account and no printed invoice. The sales also must be fully paid.

If you're selling items to the customer, follow the procedure To sell items to a customer. If the sale is for services but requires more than one allocation account, use the procedure To sell services to a customer instead.

The Bank Register window should be displayed.

Note:  The Bank Register can't be used to enter MYOB Merchant Account Service transactions

  1. Use the Accounts list at the top of the window to choose the account where the payment on this sale will be deposited.


    If you're recording a credit card payment, choose your Undeposited Funds account; all credit card payments will be included later on a bank deposit.
  1. In the Type field, choose Enter Sale.


  2. Review the transaction ID and date. Make any needed changes.


  3. Select the customer to whom you're making this sale.


  4. Enter the total sale amount, including tax.


  5. Select the allocation account that will be used for the sale. In most cases, you should choose an income account.


  6. You should enter a short but descriptive memo so you'll be able to identify this transaction in the Bank Register and Find Transactions window and on reports.


  7. Click Record.


Related topics