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- Created by ErikV, last modified by AdrianC on May 03, 2021
https://help.myob.com/wiki/x/VaEHAQ
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The Sales Register is accessible from the Sales command centre. This window lists all your sales transactions for one or all customers and date range.
Here's what you can do in the Sales Register:
Task | Steps | Learn more |
---|---|---|
View open and closed invoices, quotes, orders and returns and credits |
| Finding a transaction |
Print the sales currently displayed in the Sales Register (quotes, orders, invoices, etc.) |
| Sales reports |
Delete a sale |
| Deleting a transaction |
Change the status of a sale |
| Changing a sale's type |
Record a customer payment |
| Receiving payments |
Apply a customer credit to a sale or offer a refund |
| Settling customer credits |
Create a new sale | Click New Sale, New Invoice, New Quote or New Order on the applicable tab. | Enter an invoice, quote or order |
Create a purchase order from an order or quote |
| Creating a purchase order from a sale |
Adjust the displayed columns |
| |
Print or export the sales register |
|
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