Sales invoices, quotes and orders

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Tracey_H
MYOB Moderator
7,015 Posts
MYOB Moderator
MYOB Moderator

7,015Posts

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Sales invoices, quotes and orders

Hi everyone

 

If you need to track customer quotes, orders, invoices and payments you can do this easily in both AccountRight and Essentials.  You can also analyse your sales and customers, customise your invoices, change the layout and send statements. 

 

We've got a variety of help articles on this subject but a good place to start is AccountRight: Sales or Essentials: Sales

 

More detailed topics include:

 

AccountRight: -

 

Sales register window

Personalising invoices

Receiving payments

Customer prepayments

Customer returns, credits and refunds

Customer overpayments and double payments

 

 

Essentials:-

 

Change the look of your invoice and quotes

Sales reports

Customer payments

Customer overpayments

 

 

You might also like to take advantage of our free training courses available at MYOB Academy

 

As always, if you do need help please start a new post. Our team of MYOB technical support staff and the generous MYOB Community is always happy to help.

Cheers,
Tracey
Previously @bungy15

MYOB Community Support

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