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How does My Sales (the sales ledger in My Bookkeeping Online) work?- First, read the relevant section of “My Sales – How it works by Industry”.
- Add the details of a sale in one of three ways :
- Add Cash Sale
- Add Service Invoice
- Add Product Invoice
- The entries you make in My Sales will appear in the Sales total in the Profit & Loss Account report.
- In My Sales, each sale has the following columns against it:
- Received – showing details of money received against the sale, either via Match To on the Bank Data screen or (if the money received is not banked) through Add Cash Received
- Adjustments – showing details of adjustments made to a sale via Add Credit Note or Add Contra
- Owed – shows the amount outstanding against the sale.
- Once all the funds associated with a sale have been accounted for, the background colour will change from red to blue.
- To edit a sale, click on the transaction reference.
- When you set up a new customer in Add Contact, always select the category “My Sales - Receipt”
- First, read the relevant section of “My Sales – How it works by Industry”.
- Add the details of a sale in one of three ways :
- Add Cash Sale
- Add Service Invoice
- Add Product Invoice
- The entries you make in My Sales will appear in the Sales total in the Profit & Loss Account report.
- In My Sales, each sale has the following columns against it:
- Received – showing details of money received against the sale, either via Match To on the Bank Data screen or (if the money received is not banked) through Add Cash Received
- Adjustments – showing details of adjustments made to a sale via Add Credit Note or Add Contra
- Owed – shows the amount outstanding against the sale.
- Once all the funds associated with a sale have been accounted for, the background colour will change from red to blue.
- To edit a sale, click on the transaction reference.
- When you set up a new customer in Add Contact, always select the category “My Sales - Receipt”
