Reviewing your sales activity

Sales Overview >Reviewing your sales activity

An important part of managing your business revolves around collecting your sales data and understanding its effects on your overall financial picture. MYOB Accounting Plus contains a number of tools that you can use to review your sales activity so you can make better decisions about your business.

Note: You can still use the Find Transactions window to find invoices

You may want to use the Find Transactions window if you're searching for a specific invoice. There are more detailed search methods available to you in the Find Transactions window than in the Sales Register. See Finding sales for more information.

Please note that quotes and orders without payments applied to them don't appear in the Find Transactions window because they don't affect your financial numbers. They can be found using the Sales Register or the Select From List that appears in the Sales window when you enter a customer's name.

Click below for the step-by-step procedure:

To view sales in the Sales Register

To display a list of all sales on your screen using the Transaction Journal

To display a list of open sales on your computer screen using the To Do List

To display a list of recurring sales on your computer using the To Do List

To display a list of orders on your screen using the To Do List

To print a list of all your sales

To print a list of your sales by status

To print a list of all your recurring sales templates

To view a sale's history

To change a sales transaction from the Find Transactions window

To view the amounts you're owed

To analyse your sales activity