Sales Easy Setup Assistant

Choose sale layout

Each time you enter a sale in MYOB Accounting Plus, you can choose from six professional-looking layouts. The layout you choose will be used for sales orders and quotes as well as for invoices. In this step, choose the layout that you think you'll use most often or use No Default if your sale layout varies from customer to customer. The format you choose will be displayed whenever you enter a sales transaction, but you can choose another layout if you like. In addition, you can choose a different layout for individual customers at any time using the Card Information window.

No Default

Use No Default if your sale layout varies from customer to customer.

Service

Use the Service layout if your business is service related or if you don't have sales based upon items in the Items List.

Item

Use the Item layout if most of your sales are based on items in your Items List.

(If you plan to bill customers for both items and time-based activities on one invoice, use the Time Billing layout.)

Professional

Use the Professional layout if you provide professional services to your customers. This layout is similar to the service layout, but it allows you to specify the date of each line item you invoice.

Time Billing

Use the Time Billing layout if you plan to use Accounting Plus's Time Billing features to bill customers for time-based activities like hourly consulting.

Also use the Time Billing layout if you plan to bill customers for both time-based activities and items on one invoice.

Miscellaneous

Use the Miscellaneous layout if you record sales for which no printed form is needed.