Access online learning video on this topic
Bills that have been posted (finalised) can be viewed in the billing history. MYOB AO has options for viewing: the full billing history for the practice the billing history for a partner the billing history for a client.
This provides a quick access to the billing history. It does not replace the full reporting of billing which is available on the Reports window. UI Expand |
---|
title | To view the full billing history for the practice |
---|
| - Select Billing History > All from the menu. The Billing History page opens.
- Click Search with no search criteria entered to list all bills.
UI Text Box |
---|
| You can enter search criteria before clicking Search to refine the listed bills. |
|
UI Expand |
---|
title | To view the billing history by partner |
---|
| - Select Billing History > By Partner from the menu. TheBilling History page opens.
Specify the Partner whose billing history you want to view. UI Text Box |
---|
| You can click in the Partner field to search for and select a partner. |
Click Search to list the partner’s billing history. UI Text Box |
---|
| You can enter search criteria before clicking Search to refine the listed bills. |
|
UI Expand |
---|
title | To view the billing history for a client |
---|
| - Open the relevant client. The Client page opens.
- Access the Bills tab on the Client page. The billing history for the client is shown in the Full Billing History.
UI Text Box |
---|
| You can group this screen by the year allowing the user to see all invoices raised for the client in the financial year. |
|
|