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The Billing Wizard guides you through all five stages of creating a bill. The stages are: Stage One: Create a draft bill Stage Two: Add bill amounts Stage Three: Create Billing Paragraphs Stage Four: Set billing address Stage Five: Confirm and Post the bill.
You can access the wizard in different ways. This guide outlines the process for creating a bill by using the Billing Wizard from the Client page > Bills tab. This allows you to check if a draft bill already exists for the client. | UI Text Box |
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| You can also open the Billing Wizard from the  drop-down menu. This allows you to enter your client name or click  to search for and select the client. |
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| title | How to create a bill |
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| - Open the relevant client. The Client page opens. Access the Client page > Bills tab.
Click Billing wizard on the Tasks bar. The Billing Wizard window opens with the client details populated. | UI Text Box |
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| If the client you selected is a child client, MYOB AO asks if you want to bill the child client or the parent client. Select the required option and click OK. Add information to the draft bill by completing Stages One through Four of the wizard. Each stage is presented on a different screen. At any stage you can:- press [F1] to access help on entering the information required
- navigate through the stages using the Next and Back buttons
- click Finish to save the draft bill and exit the wizard.
At Stage Five: Confirm and Post the bill, click Finish. The draft bill is saved and the Billing Main page opens. | UI Text Box |
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| As you become more experienced, you can post the bill from this page if you prefer. - Check that the Invoice date is correct.
Click Post to post the bill. This finalises your bill by committing the transactions permanently and moving the client WIP into debtors. | UI Text Box |
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| If the bill includes transactions already in another draft bill, then a message window will be displayed. Click Yes to continue the billing, or No to cancel the posting. - At the Post Confirm prompt, click Yes.The Bills Ready to Print window opens listing all posted bills for all clients that have not been printed.
- If you want to print the bill now:
- Select the bill and click Print to open a print dialog and print the bill. When the bill has successfully printed, you are returned to the Bills Ready to Print window with the bill still selected.
- Click Printed OK to mark the bill as printed and remove it from the list.
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| If you click Preview, the bill will open in Microsoft Word for you to review and print the bill. Close Microsoft Word when you have finished and return to MYOB AO. All changes should be done within MYOB AO not Microsoft Word. |
Click Close.
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