Media and Creative

• Prepare invoices using Add Service Invoice in My Sales.
• To build a list of standard services to select from when you prepare invoices, either:
  • When you are preparing an invoice, select Add New in the dropdown menu under “service”
  • Go to My Services (in My Other Data on the main toolbar), and click on the Add Service button.
• If every invoice you prepare has a different narrative, select Add New when you prepare the invoice, and type in the new narrative.
• If you want to raise invoices in a different template (word, excel etc), you can still record each invoice in My Bookkeeping Online using Add Service Invoice.
• When you set up new customers in My Contacts, always select the category “My Sales Received”.
• If you don’t prepare invoices, and your best record of your sales are the amounts you pay into the bank account, then read The Alternative to My Sales

Hospitality

• Record each day’s take using Add Cash Sale
• You have two options when you record a day’s take:
  • Record the total take only
  • Split the take into different services (EG VAT sale/ non-VAT sales, or Bar Sales/ Food Sales, etc)
• If you want to record the total take only, then the first time you enter details in Add Cash Sale, select Add New in the dropdown menu under “service”, and add the narrative “Daily Take” (or any wording you prefer).
• To build a list of different services to split your takes into, either:
  • Select Add New in the dropdown menu under “service”
  • Go to My Services (in My Other Data on the main toolbar), and click on the Add Service button.
• When you analyse the banking on the bank data screen, always select the default contact “Cash Sale”
• If you don’t have a till, and your best record of your sales are the amounts you pay into the bank account, then read The Alternative to My Sales

Arts & Recreation

• Prepare invoices using Add Service Invoice in My Sales.
• To build a list of standard services to select from when you prepare invoices, either:
  • When you are preparing an invoice, select Add New in the dropdown menu under “service”
  • Go to My Services (in My Other Data on the main toolbar), and click on the Add Service button.
• If every invoice you prepare has a different narrative, select Add New when you prepare the invoice, and type in the new narrative.
• If you want to raise invoices in a different template (word, excel etc), you can still record each invoice in My Bookkeeping Online using Add Service Invoice.
• When you set up new customers in My Contacts, always select the category “My Sales Received”.
• If you don’t prepare invoices, and your best record of your sales are the amounts you pay into the bank account, then read The Alternative to My Sales

Consultants and freelance

• Prepare invoices using Add Service Invoice in My Sales.
• To build a list of standard services to select from when you prepare invoices, either:
  • When you are preparing an invoice, select Add New in the dropdown menu under “service”
  • Go to My Services (in My Other Data on the main toolbar), and click on the Add Service button.
• If every invoice you prepare has a different narrative, select Add New when you prepare the invoice, and type in the new narrative.
• If you want to raise invoices in a different template (word, excel etc), you can still record each invoice in My Bookkeeping Online using Add Service Invoice.
• When you set up new customers in My Contacts, always select the category “My Sales Received”.
• If you don’t prepare invoices, and your best record of your sales are the amounts you pay into the bank account, then read The Alternative to My Sales

Professional services

• Prepare invoices using Add Service Invoice in My Sales.
• To build a list of standard services to select from when you prepare invoices, either:
  • When you are preparing an invoice, select Add New in the dropdown menu under “service”
  • Go to My Services (in My Other Data on the main toolbar), and click on the Add Service button.
• If every invoice you prepare has a different narrative, select Add New when you prepare the invoice, and type in the new narrative.
• If you want to raise invoices in a different template (word, excel etc), you can still record each invoice in My Bookkeeping Online using Add Service Invoice.
• When you set up new customers in My Contacts, always select the category “My Sales Received”.
• If you don’t prepare invoices, and your best record of your sales are the amounts you pay into the bank account, then read The Alternative to My Sales

Health and social care

• Prepare invoices using Add Service Invoice in My Sales.
• To build a list of standard services to select from when you prepare invoices, either:
  • When you are preparing an invoice, select Add New in the dropdown menu under “service”
  • Go to My Services (in My Other Data on the main toolbar), and click on the Add Service button.
• If every invoice you prepare has a different narrative, select Add New when you prepare the invoice, and type in the new narrative.
• If you want to raise invoices in a different template (word, excel etc), you can still record each invoice in My Bookkeeping Online using Add Service Invoice.
• When you set up new customers in My Contacts, always select the category “My Sales Received”.
• If you don’t prepare invoices, and your best record of your sales are the amounts you pay into the bank account, then read The Alternative to My Sales

Manufacturing

• Prepare invoices using Add Product Invoice in My Sales.
• To build a list of products to select from when you prepare invoices, either:
  • When you are preparing an invoice, select “Add New Product” from the dropdown list under products
  • Go to My Products (in My Other Data on the main toolbar), and click on the Add Product button.
• If you want to raise invoices in a different template (word, excel etc), you can still record each invoice in My Bookkeeping Online using Add Product Invoice.
• When you set up new customers in My Contacts, always select the category “My Sales Received”.
• If you don’t prepare invoices, and your best record of your sales are the amounts you pay into the bank account, then read The Alternative to My Sales

Online services

• Record each day’s sales using Add Cash Sale
• You have two options when you record a day’s sales:
  • Record the total sales only
  • Split the sales into different services
• If you want to record the total sales only, then the first time you enter details in Add Cash Sale, select Add New in the dropdown menu under “service”, and add the narrative “Daily Sales” (or any wording you prefer).
• To build a list of different services to split your takes into, either:
  • Select Add New in the dropdown menu under “service”
  • Go to My Services (in My Other Data on the main toolbar), and click on the Add Service button.
• When you analyse the banking on the bank data screen, always select the default contact “Cash Sale”
• If you the best record of your sales are the amounts that appear on the bank statement, then read The Alternative to My Sales

Wholesale

• Prepare invoices using Add Service Invoice in My Sales.
• To build a list of standard services to select from when you prepare invoices, either:
  • When you are preparing an invoice, select Add New in the dropdown menu under “service”
  • Go to My Services (in My Other Data on the main toolbar), and click on the Add Service button.
• If every invoice you prepare has a different narrative, select Add New when you prepare the invoice, and type in the new narrative.
• If you want to raise invoices in a different template (word, excel etc), you can still record each invoice in My Bookkeeping Online using Add Service Invoice.
• When you set up new customers in My Contacts, always select the category “My Sales Received”.

Retail

• Record each day’s sales using Add Cash Sale
• You have two options when you record a day’s sales:
  • Record the total sales only
  • Split the take into different product lines
• If you want to record the total sales only, then the first time you enter details in Add Cash Sale, select Add New in the dropdown menu under “service”, and add the narrative “Daily Sales” (or any wording you prefer).
• To build a list of different product lines to split your takes into, either:
  • Select Add New in the dropdown menu under “service”
  • Go to My Services (in My Other Data on the main toolbar), and click on the Add Service button.
• When you analyse the banking on the bank data screen, always select the default contact “Cash Sale”
• If you don’t have a till, and your best record of your sales are the amounts you pay into the bank account, then read The Alternative to My Sales

Sports clubs

• Sports clubs have unique bookkeeping requirements
• Go to Add Category in My Categories and you will see that we have set up a special section for sports clubs, including player subscriptions. If there are categories we haven’t thought of, please let me know.
• If you raise invoices, follow the guidelines in Arts and Recreation
• Note that the recurring invoice functionality is useful for recurring monthly payments
• If your income is cash based, then follow the guidelines in hospitality
• If your best record of your sales are the amounts you paid into the bank account, then read The Alternative to My Sales
• If you are VAT registered, then you must use My Sales to record the income that attracts VAT.

Other

• If the nature of your business does not fit into one of the industry headings:
  • If your business is cash based, use the guidelines set out in Retail
  • If your business is invoice based, use the guidelines set out in Consultants and Freelance.