If you choose, MYOB Accounting Plus allows you to add useful information about your sale, such as a journal entry memo or an referral source (the way your customer found out about your business). You can also record details about the customer's payment with the Applied Payment Details window. For example, if the customer paid by cheque, you can enter the cheque number. If another customer pays by credit card, you can enter the credit card number, expiration date and other related credit card information.
If you'd like, you can use the customer's card to set default entries for several fields in the Sales window. See Selling Details view (Customer cards only) and Enter payment details (customers and suppliers) for more information.
You can track the progress of your employees' sales performance by assigning their names to individual sales transactions. When you do this, each employee's sales amounts are added together and stored on a monthly basis. You can then use this information to analyse your company's sales on a salesperson-by-salesperson basis and to pay sales commission to your employees. See Distribute other types of wages (optional) to learn more about including commissions on employee paycheques.
VAT codes can be automatically assigned to items that you sell using the Selling Details view of the Item Information window and to customers using the Selling Details view of the Card Information window. (The VAT code assigned to an item will be used on a sale when both the item and the customer have been assigned VAT codes.)
The automatic entries can be changed in the Sales window, if you wish. All parts of the sale (line items and carriage charges) to which you've assigned VAT codes will be taxed based on the VAT codes's VAT rates.
If, after you've entered all your line items and carriage charges, the sales VAT amount that appears in the VAT field isn't the amount you want to bill the customer, you may want to manually adjust the amount. Click the arrow next to the VAT field to open the VAT Information window; you can adjust the amount in the VAT column.
Click below for the step-by-step procedure: