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The Sales menu is your go-to location for keeping track of your business's sales, letting you create quotes, invoices, and returns and take customer payments.

Before you start recording sales, it's a good idea to fill MYOB 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.

Create a sales order

When a customer wants to buy goods or services from you, but you're not yet ready to invoice them, you can create a sales order for them.

Sales orders help you to maintain good customer relations and ensure you never lose customer orders. You have a centralised record of your customer orders that you can pull up at any time, anywhere, so long as you have a web browser.

When you enter a sales order for inventoried items, they are marked as committed to customers. This helps your purchasing department make informed inventory ordering decisions. 

When you're ready to ship the items, or you've completed the service or if they're happy with their quote, you can turn a sales order into an invoice with only a few clicks. 

Make a sale

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.

Ditch the calculator. GST is automatically applied onto your quotes and invoices.

You can always sort and filter all the invoices you've created if you need to edit or delete one later on. If you're often on the go, consider using the MYOB Invoice app to enter your quotes and invoices.

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, when customer payments go into your bank account you can match them directly to the invoices - saving you the trouble of manual data entry.

Save yourself even more time chasing payments by signing up for online invoice payments (Australia only) - it's the easy way for customers to pay you straight from their emailed invoices. 

Or, you can record a customer payment and MYOB will mark the invoice as paid.

If a customer has overpaid you, don’t worry! Just record the total amount they've paid you and a customer credit is automatically created. You can then refund the overpayment or apply it to an unpaid invoice. 

What if a 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 Sales reports. You can filter these reports or set a date range to get a detailed look. 

See how your sales measure up each month by reviewing your month-to-month sales figures on your dashboard. 

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.

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 Editing invoices and Deleting invoices.