Tag: MYOB Set Up

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MYOB Online Course Videos — MYOB Sales — Converting a Quote to an Order

Imagine this is the scenario: one of your customers has accepted the quote you”ve sent and as a result, you need to make an order.

In the Main Command Centre, click on the Sales icon and then click Enter Sales.

The screen that opens will be the type of sale last used when opened in MYOB. (This doesn”t matter for this entry.)

Type the first three letters of the customer and the client”s name will come up (this is much quicker than using the drop down box, then selecting the customer). Then tab and you”ll see a screen pop up showing any quotes or orders already entered.

At the top, you”ll see “Select an Existing Order or Quote to Edit for this Customer” or “Create a New Sale”.

Select the quote option required and click Use Sale. You will now have your quote on the screen. Click on the Order icon at the foot of online slots the screen and you”ll see that MYOB has converted the Quote to an Order. You can now print, send or record the Order.

502111 Converting Quote to Order in MYOB
502111 Converting Quote to Order in MYOB

Video Reference: 502111

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=405

Receive EzyLearn news, new training materials and updates as they occur by subscribing to the blog: www.ezylearn.com.au/wordpress

For information about our Online MYOB Training Course and new Lifetime Membership for all students, please visit: http://ezylearnonline.com.au/courses/myob-training/

Please feel free to send your comments about this video to: sales@ezylearn.com.au

 

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MYOB Online Course Videos — MYOB Sales — Converting Order to Invoice using Sales Register

To convert an order to an invoice, click on Sales in the Main Command Centre then click on Sales Register.

You will see 6 tabs in the Sales Register:

1. All Sales – here MYOB shows you all sales, whether open or closed.

2. Quotes – here you can delete any quotes that have been converted to an invoice simply by highlighting the required quote and clicking delete.

3. Orders – shows all orders you’ve entered.

4. Open Invoices – shows those sales which have not been paid for.

5. Returns & Credits – listed here are any products returned by customers and credits owed.

6. Closed Invoices – displays all invoices that have been paid by your customers.

To convert and order to an invoice, click on Orders, select the order required so it is highlighted, and click on the Change to Invoice icon at the bottom. The order will have been turned into an invoice.

Available options from here include sending, printing or recording.

502113 Converting order to Invoice using Sales Register in MYOB
502113 Converting order to Invoice using Sales Register in MYOB

Video Reference: 502113

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=407

Receive EzyLearn news, new training materials and updates as they occur by subscribing to the blog: www.ezylearn.com.au/wordpress

For information about our Online MYOB Training Course and new Lifetime Membership for all students, please visit: http://ezylearnonline.com.au/courses/myob-training/

Please feel free to send your comments about this video to: sales@ezylearn.com.au

 

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MYOB Online Course Videos — MYOB Sales — Inserting and Deleting Lines and Headings

There are times that you might need to add a Header in your invoice. Again MYOB has made this maneuver very simple.

Simply enter the Sales Register and click on Sales. You’ll now have a blank invoice on your screen.

Type in the name of the client and tab through the fields until you get to the description field, click on Edit in the top Toolbar and click on Insert Header in the dropdown menu. Type in what is needed as a header, then tab and you’ll find yourself on a new line. Type in the description, then tab, and enter in the relevant account and amount.

(Note: when you have made a Header, the type colour will change to grey.)

If you want to add a Header, be sure to select this option first. If you’ve already typed in the description, select Insert Header and what you’ve already entered will disappear.

To delete a Header or Line, simply highlight either, select Edit on the top Toolbar and select Delete Line. Simple.

502114 Inserting and Deleting Lines and Headers in MYOB
502114 Inserting and Deleting Lines and Headers in MYOB

Video Reference: 502114

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=408

Receive EzyLearn news, new training materials and updates as they occur by subscribing to the blog: www.ezylearn.com.au/wordpress

For information about our Online MYOB Training Course and new Lifetime Membership for all students, please visit: http://ezylearnonline.com.au/courses/myob-training/

Please feel free to send your comments about this video to: sales@ezylearn.com.au

 

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MYOB Online Course Videos — MYOB Sales — Converting Order to Invoice

To change an existing order into an invoice, click Sales from the Command Centre, then click Enter Sales.

You’ll now see a blank screen where you enter Invoices, Quotes and Orders. Type in the name of your customer then click Tab and  the list of quotes and orders for that customer will appear on your screen. Select the order required and click Use Sale.

The order is now on the screen. Click the Invoice icon at the bottom of the screen and you’ll see that the order has been converted into an invoice. Note that the invoice number and order number are the same.

You can now send, print or record as normal.

If your Customer has paid the invoice, MYOB lets you fill in this option by clicking on the Payment Icon; it will then take you to the Payment Screen.

HINT: Click the Escape key to take you out of the payment screen if you have clicked on payment by mistake.

502112 Converting Order to Invoice in MYOB
502112 Converting Order to Invoice in MYOB

Video Reference: 502112

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=406

Receive EzyLearn news, new training materials and updates as they occur by subscribing to the blog: www.ezylearn.com.au/wordpress

For information about our Online MYOB Training Course and new Lifetime Membership for all students, please visit: http://ezylearnonline.com.au/courses/myob-training/

Please feel free to send your comments about this video to: sales@ezylearn.com.au

 

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MYOB Online Course Videos — Moving and Resizing Fields

To resize a text box, select the box for resizing. You will note that the text is centred in the text box.

To resize, select the centre black box and, making sure that you see a cross, hold the mouse down and drag to the required size. The text will still continue to be centred.

If you see a hand then all that will happen is you will move the text box; not resize it.

Also, ensure that if you click anywhere on the invoice, you have not accidentally highlighted another text box or column.

 

Moving and Resizing Fields in MYOB
Moving and Resizing Fields in MYOB

Video Reference: 501606

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=387

Receive EzyLearn news, new training materials and updates as they occur by subscribing to the blog: www.ezylearn.com.au/wordpress

For information about our Online MYOB Training Course and new Lifetime Membership for all students, please visit: http://ezylearnonline.com.au/courses/myob-training/

Please feel free to send your comments about this video to: sales@ezylearn.com.au

 

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MYOB Online Course Videos — Tax ‘Inclusive’ and Tax ‘Extended’ Invoice Layouts

In ‘Customise Forms’, MYOB gives you several options.

First, you can select the option INCIPLN which is Tax Inclusive Plain Paper Invoice. Then click on Customise.

You will see with this option that under the Heading ‘Price’, it has Inc Amount. Under the Heading ‘Extended’ it also has Inc Amount. This shows you that the amounts entered will be GST Inclusive. (Note: The Heading ‘Extended’ gives you the total amount, whereas the amount under Heading ‘Price’ gives you the unit amount.)

The difference between Ex Amount and Inc Amount can be explained as follows:

Ex Amount GST (10%) Inc Amount

Item Cost         $55.00                         $5.50               $60.50

If you select the Plain Paper invoice, you’ll note that under Headings ‘Price’ and ‘Extended’ it states Ex Amount. This means that it is GST Exclusive.

Most customers / clients prefer to see the full amount they will be paying. You will have to decide which type of Invoice your company prefers.

Tax Inclusive and Tax Extended Invoice Layouts
Tax Inclusive and Tax Extended Invoice Layouts

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Video Reference: 501603

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=384

Receive EzyLearn news, new training materials and updates as they occur by subscribing to the blog: www.ezylearn.com.au/wordpress

For information about our Online MYOB Training Course and new Lifetime Membership for all students, please visit: www.ezylearnonline.com.au/courses/myob-training/

Please feel free to send your comments about this video to: sales@ezylearn.com.au


 

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MYOB Online Course Videos — Invoice Form Layouts

To Customise Forms, go to Setup on the Toolbar, then Customise Forms and select Invoice.

The Customise Forms dialog box will open up.

You will note that in the Sales Layout section that ‘Item’ is already selected. This was done previously when setting up the company. You can change this here if you had selected incorrect type of invoice.

If you click on Form to Customise, you’ll see that MYOB gives you a number of options.

Should your company already have blank invoices printed, you would select Pre-Printed Invoices. MYOB will then only enter the data and would not enter any line formatting.

Should your company prefer for the invoices to be printed via a MYOB customised form you would select Plain Paper Invoice. With this option selected MYOB will include all lines, columns and headers as well as the data.

Video Reference: 501602

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=383

Receive EzyLearn news, new training materials and updates as they occur by subscribing to the blog: www.ezylearn.com.au/wordpress

For information about our Online MYOB Training Course and new Lifetime Membership for all students, please visit: http://ezylearnonline.com.au/courses/myob-training/

Please feel free to send your comments about this video to: sales@ezylearn.com.au

 

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MYOB Online Course Videos — Restoring a Backed Up File

Restoring a backed up file is easy! Just go to File, then click Restore in the dropdown box. MYOB will prompt you to back up the company file you are in; just click No.

Select the file you want to restore. Insert the disc or USB (whichever way you backed up your file), select File, then Open.

MYOB will then ask where you want to save the file. Select ‘C’ drive, then MYOB Plus 19 folder.

So that you know this is a restored file, save it as company name (followed by ‘restored’) and then today’s date and save.

MYOB will then advise the name and place where you have requested the restored file to be saved to.

MYOB will then extract the restored backup.

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Video Reference: 501504

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=381

Receive EzyLearn news, new training materials and updates as they occur by subscribing to the blog: www.ezylearn.com.au/wordpress

For information about our Online MYOB Training Course and new Lifetime Membership for all students, please visit: http://ezylearnonline.com.au/courses/myob-training/

Please feel free to send your comments about this video to: sales@ezylearn.com.au