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You can use MYOB Essentials to create and send invoices to your clients for the goods and services they purchase from you. You can then receive and match customer payments to your invoices, and keep track of your sales history.
You can do the following tasks in MYOB Essentials:
| Task | See |
|---|---|
| Create and send a quote to your customers | Quotes |
| View, create, edit and delete customer invoices | The Invoices page |
| Process customer payments | Customer payments |
| Create and process returns and credits | Customer returns |
| View your sales history | Sales history |
| Create, review, print and send customer statements | Customer statements |
| Set up items that your business sells, leases or hires, and view your items list | Items |
| Customise the appearance of your invoices and set up your payment details | Invoice and quote settings |
Setting up customers and items
You can set up customers and items at any time—before you begin creating an invoice (using the Contacts menu or the Items list link) or while creating it (using the Add customer and Add Item list options).
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