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The Sales area will be your go-to location for keeping track of your business's sales, letting you create quotes, take payments and see your sales history.
Before you start recording sales, it's a good idea to fill MYOB Essentials with any information that you already have. If you know who your customers are, start by adding a contact to record their details. Next, add a professional touch by personalising how your quotes, invoices or emails will appear to customers. Whether you sell stock or services, you also need to set up the items you sell. The more you set up today, the easier it is to record each sale.
If you have sales you've made before starting to use MYOB Essentials (which haven't been paid for yet), you'll need to record these. See how to enter historical sales and purchases.
Make a sale
You can provide your customers with quotes for your stock or services before you actually make a sale. If they're happy with their quote, you can turn it into an invoice with only a few clicks.
When you make a sale, you'll want to create an invoice. You can fill it with information you've already saved, or add new items and customers as you go. You can always sort and filter all the invoices you've created if you need to edit or delete one later on.
Do you make cash sales? Set up a contact called "Cash Sales" and choose this contact when entering the sale.
After you've entered a sale, you can print or email the invoice straight to your customers.
Take a payment
If you've set up your bank feeds, you can match bank transactions directly to invoices - saving you the trouble of manual data entry.
Save yourself even more time chasing payments by signing up for online payments (Australia only) - the easy way to take Visa and MasterCard payments straight from your online invoices.
If not, you can still record the payment yourself and MYOB Essentials will mark the invoice as paid.
If your customer has overpaid, don’t worry! When you enter the total amount they paid, a customer credit is automatically created. You can refund the amount or apply it to an unpaid invoice.
What if your customer is also a supplier? You can easily manage these accounts by offsetting any payments you make to them against what you owe them.
Review sales and customers
Recording a sale is just the beginning of running your business. Review your sales to identify trends by looking at your sales history. You can filter by customer or a date range to get a detailed look.
See how your sales measure up each month by reviewing your sales target on your dashboard. Also take a look at your Sales reports to dive deeper into what you're selling and who you're selling to.
You can keep your customers up to date by using customer statements. You can print and email statements to one or all of your customers right from MYOB Essentials.
Didn't go to plan?
Have customers that are well overdue? When you know that a payment will not be received, write it off as a bad debt.
Need to process a customer return? First, create the customer return and then issue a refund or apply it to an unpaid invoice.
Need to change or delete an invoice or payment? See Creating invoices.