Pro Tips
MYOB Shortcut Timesaver – Ctrl+J opens the Sales, ready to invoice / bill a customer.
You can start with a Quote for the customer, then convert to an Order, then to a sale
(see top left of Invoice to change type to start)
(will generate a new invoice number each conversion, or to keep same number, click on Set Up in Menu at the top>Preferences>Sales, tick: “Retain Original Inv # when quote changed to Order or Invoice” also, can click on “Delete Quotes upon Changing to and Recording as Order or Invoice”)
Quotes don’t appear on Profit and Loss, but Orders and Invoices do
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