- After you have customised your invoice to include your logo etc. Go to the Sales Command Centre. See Customising invoice.
- In the Sales Command Centre, click on Enter Sales
- Check that "INVOICE" is showing in the top left hand corner.
- Check that the invoice shown is your chosen layout. See layouts. Click on the layout button at bottom to choose your layout.
- Click on the down arrow on the right of the Customer box to select the customer.
- Click on the customer and Use Customer
- If the customer isn't listed click on New and create a new card.
- The next invoice number and today's date is automatically inserted.
- Type in the Customer's Order Number, or name of authorised person.
- Enter the date the work was performed and type in the required details under description.
- Tab past JOB unless you have Job's set up.
- Print the invoice and it will automatically be recorded or Click on the Record button and the invoice will be saved in .PDF format for emailing.
- If the ABN doesn't show up on the invoice, go to Setup, Company Information and complete the ABN field. Click OK. If the business is a subsidiary with a branch ABN , complete the Branch ABN field.
Emailing an invoice in MYOB
- Ensure that you have the email address typed on the Customer card.
- To email a customer invoice, display the sale, then click the Send to button. Choose Email and then Send to attach this invoice to an email that sits in your Outbox until you're ready to log on to the Internet and send it.
Adobe Acrobat Reader
Invoices emailed from MYOB arrive as an attachment in 'PDF' format. Adobe Acrobat Reader software is required to read this format. This software can be downloaded free from Adobe - www.adobe.com.
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