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Alex45's avatar
Alex45
Member
1 year ago
Solved

Unsure how to proceed with bill/invoice

I'm new to MYOB and invoicing so help needed please on what I am sure or hope is a simple question.   I provide a regular healthcare service to 1 company. At the end of the month I send a computer ...
  • Earl_HD's avatar
    Earl_HD
    1 year ago

    Hi Alex45,
     

    Yes, you're on the right track with entering these transactions. In MYOB, create a sales invoice for the services provided using your income code, then add the admin fee as a negative line using an expense code (e.g., 'Admin Fees'). This will reflect the total income minus the admin fee, leaving the balance that will be paid to you. Once you receive the payment, apply it to the invoice to match the amount deposited. For detailed steps, refer to the MYOB help page on entering a bill, quote, or order.

    I hope this helps!

    Regards,
    Earl

Earl_HD's avatar
Earl_HD
MYOB Moderator
1 year ago

Hi Alex45,
 

Yes, you're on the right track with entering these transactions. In MYOB, create a sales invoice for the services provided using your income code, then add the admin fee as a negative line using an expense code (e.g., 'Admin Fees'). This will reflect the total income minus the admin fee, leaving the balance that will be paid to you. Once you receive the payment, apply it to the invoice to match the amount deposited. For detailed steps, refer to the MYOB help page on entering a bill, quote, or order.

I hope this helps!

Regards,
Earl

Alex45's avatar
Alex45
Member
1 year ago

Thank you so much. So simple when you explain it but I was nervous about doing it that way in case things didn't get noted correctly. Appreciate your help.

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