Forum Discussion

Peter_Gardner's avatar
Peter_Gardner
Experienced Partner
5 years ago
Solved

Receive money by item sale

When we receive money for cash sales we would like to be able to allocate it to the items so we have an inventory count. I am probably missing something, as I am sure MYOB would not have overlooked s...
  • Steven_M's avatar
    Steven_M
    5 years ago

    Hi Peter_Gardner 

     

    Generally speaking, invoices will be recorded via Sales>>Enter Sales with the relevant customer and items added. 

    If you do have a lot of one-off customers or cash customers, most users will have one customer card to represent those customers and then enter an invoice for that one customer (as per the below screenshot). This way you can record the invoice so it impacts item values and also allows for the payment to be recorded either via the Paid Today or Receive Payments window.

Steven_M's avatar
Steven_M
Former Staff
5 years ago

Hi Peter_Gardner 

 

Generally speaking, invoices will be recorded via Sales>>Enter Sales with the relevant customer and items added. 

If you do have a lot of one-off customers or cash customers, most users will have one customer card to represent those customers and then enter an invoice for that one customer (as per the below screenshot). This way you can record the invoice so it impacts item values and also allows for the payment to be recorded either via the Paid Today or Receive Payments window.

  • Peter_Gardner's avatar
    Peter_Gardner
    Experienced Partner
    5 years ago

    Thanks Steven - I had been soing that, just thought entering via receive money may have been a bit simpler, as we have a number of cash/EFT/cheque sales that are one-off, and we wouldn't normaly raise an invoice.  Our counter is managed by a number of volunteers, many of them are not computer literate. Sales are recorded manually, and entered later by trained staff.

    Kind regards Peter

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