Entering sales

Sales Overview > Entering sales

Step 1: Choose the sale you want
Step 2: Enter information about the customer
Step 3: Bill the customer for reimbursable job expenses (optional)
Step 4: Enter line items
Step 5: Complete the sale
Step 6: Choose what you want to do with the sale

Sales have three different statuses: Quote, Order and Invoice.

You can enter a quote into MYOB Accounting Plus to easily provide an estimate or sales quote to a customer without creating a transaction. A quote has no impact on your stock levels and can be changed to an order or an invoice when your customer is ready to buy. It can be deleted if your customer decides not to purchase your product or service. When a quote is changed to an Order or an Invoice, the original quote will be stored in the Sales Register. If you want quotes to be removed after they're changed, choose Preferences from the Setup menu to display the Preferences window, then click the Sales tab and mark the box labeled "Delete Quotes upon Changing to and Recording as an Order or Invoice."

An order is a sale that you expect to occur sometime in the future. Orders aren't actual transactions that affect your financial and stock numbers; they merely store sales information until you're ready to use them. Any payments recorded for an order, however, will create a transaction in Accounting Plus. You can record an order as an invoice if the customer completes the sale or delete it if he or she decides not to buy. Orders can't be changed to quotes once they've been entered into Accounting Plus.

Note: If you've upgraded from an MYOB product V9 or older

Orders behave much like pending sales, which no longer exist in Accounting Plus Version 11. Just like a pending sale, an order will capture all of the information available on an invoice, yet won't be recorded as a sales transaction. Also, an order will post any money received as a customer deposit, and the item will be committed, but not removed from stock. Committed items aren't exclusively saved for the order; they're still available for sale to other customers.

An invoice is the actual recorded sale. It records a transaction in the appropriate journal and decreases any stock on hand. Invoices can be open, closed or exist as credit memos. A recorded invoices can't be changed into a quote or an order.

You can also use the Bank Register to quickly enter completed, miscellaneous sales transactions with a single allocation account. See Entering sales using the Bank Register for more information.

Before you begin entering sales into Accounting Plus, read the topics below for some helpful information.

Choose the sale you want
Entering information about the customer
Billing the customer for reimbursable job expenses
Entering line items
Entering activities and items for time billing invoices
Completing the sale
Choosing what to do with the sale