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Enter an invoice, quote or order

Made a sale? Great, now you can record the quote, order or invoice in AccountRight. And don't worry, if you make a mistake (like missing a line or entering the wrong amount), you can edit the sale later (so long as your security settings allow it). You can also personalise the forms you print and email.

Want to invoice using your smartphone?

If your company file is online, try MYOB Invoices - it's a free iOS and Android app that works with AccountRight. Learn how to get started with MYOB Invoices.

To enter a sale

  1. Go to the Sales command centre and click Enter Sales.

  2. Select the customer, or add a card for them. Note that you can't change the card once you've recorded the sale, so make sure you select the correct card.

    Additional card addresses

    If you've set up additional addresses in the customer's card, click the dropdown arrow next to the Ship to field to select a different address. You can also choose a Ship to address from another card.

    Customer selection in a sale

    Are the credit terms right? Click the Terms arrow to change the customer's default credit terms for this sale only.

  3. If you're entering prices that include tax or GST, select the Tax Inclusive (Australia) or GST Inclusive (New Zealand) option. The selection you make here will be remembered for your next sale. Don't change this setting after you start entering amounts.

  4. The Invoice No. field shows the next available number for your invoices, quotes and orders. If you click the Invoice No. field, Auto # appears to confirm that the number has been automatically selected for you. You can type a different number into the field if you want. Subsequent invoice numbers will then increment from the new number. If your invoice number includes letters, the letters won't automatically appear in subsequent invoice numbers (you'll need to enter these each time).

    Use preferences

    You might want to use the preferences below to have more control over your invoice numbers.

    • Tick

      to prevent duplicate invoice numbers being used (Setup > Preferences > SalesWarn for Duplicate...Numbers on Recorded Sales).

    • Tick

      to keep the same invoice number when converting a quote or order to an invoice (Setup > Preferences > SalesRetain Original Invoice Number when Quotes Change to Orders or Invoices).

  5. Type or select the invoice date. By default, the date will be today's date. If you do change the invoice date, it will be retained for the current AccountRight session each time you enter an invoice.

  6. Type the customer's purchase order number, if they've supplied it.

  7. Want to change the sale layout to suit the type of goods or services you're providing? Click Layout. Note that sales using the Miscellaneous layout can't be printed or emailed.

    Select layout window with service selected

    Set a default sale layout

    Use the Sales Easy Setup Assistant to set a default sale layout for all new customer cards (Setup menu > Easy Setup Assistant > Sales > Layout). You can also set a customer-specific layout in the Selling Details tab of a customer’s card.

  8. Select whether you're recording a quoteorder (Not Basics), or invoice from the Sales Type list in the top-left corner.

  9. (Australia only) If you've set up online payments, your customer will be able to pay this invoice online. If you don't want to offer online payments for this particular invoice, deselect the Online payments option.

    Online payments option deselected

  10. Enter details of what you're selling, as well as headings, subtotals and blank lines. The fields that are available depend on the sale type and layout you've selected.
    Need to remove a line? Right-click it and choose Delete Line.

    Adding services to an item invoice

    To include a service on an item invoice, create an item for the service, such as Labour Charge, and add the item to your invoice.

    Enter item sale fields

    AddAdd
    New sale with multiple lines

    Field

    Description

    Ship

    Enter the quantity to be delivered. If you don't have enough stock on hand, the Backorder List window will appear when you click Record. You can then choose whether you want to backorder, buy or build more items.

    Backorder

    (Not Basics)

    Enter the quantity of the item to be placed on backorder. An order for this amount will be created automatically when you click Record. Learn more about building, buying or backordering items.

    Item Number

    Enter an item from your item list. Only active items will be listed.

    Description

    A description of the item appears automatically. You can change this if you want. If you want to check spelling in this field, click Spell.

    Location

    [AccountRight Premier 2019.2 and later only] If you sell this item from more than one location, select the location where the item will be delivered from. For more information, see Multiple inventory locations.

    Price

    The price of the item appears automatically. You can change this if you want.

    Disc%

    [Optional] If you're giving the customer a discount, type it as a percentage. If you're giving them a dollar discount, enter the updated price in the Total column, and the discount percentage will be calculated for you.

    Total

    The total price of the items is calculated automatically. If you change the total, the Disc% field is updated to show the discount applicable.

    Job

    [Optional] Select a job number here to assign a line item to a specific job.

    Tax/GST

    The default tax (Australia) or GST (New Zealand) code for an item appears here. If you want to change it, enter the required tax/GST code.

    Resize columns

    You can resize the columns in your list and transaction windows. To resize a column, click and drag a column boundary to a new position.

    Enter Service, Professional, and Miscellaneous sale fields

    AddAdd
    New service sale with one line

    Field

    Description

    Description

    Enter a description of the goods or services being sold. If you want to check spelling in this field, click Spell.

    Acct No. or Account Name

    Enter the account to which to allocate the sale. This is usually an income account. You should not select your trade debtors account for ordinary sales. An AccountRight preference controls whether this field shows account number or name (Setup > Preferences > Windows > Select and Display Account Name, Not Account Number).

    Amount

    Enter the amount of the sale.

    Job

    [Optional] Select a job number here to assign a line item to a specific job.

    Tax/GST

    Select a tax code (Australia) or GST code (New Zealand) for the sale.

    Resize columns

    You can resize the columns in your list and transaction windows. To resize a column, click and drag a column boundary to a new position.

  11. Enter any charges for freight, and if required, select the right tax/GST code.

    Calculated tax/GST

    Click the zoom arrow next to the Tax/GST field to view or change the tax (Australia) or GST (New Zealand) amounts assigned to the sale. Be aware that changes to a transaction's calculated tax/GST won't be reflected in BASlink or GST Return calculations.

  12. Enter an amount in the Paid Today field to record the amount the customer paid you at the time of the sale. If you are creating an order, record the amount the customer gave you as a deposit. Click Details if you want to enter details about the payment. For example, if you are being paid by credit card, you can record the last four digits of the credit card number.

  13. Click Record (or Save Quote for quotes) to just save the sale, or click Print to also print it on your form stationery. Or click Send To to email the sale (you'll need to set up your email first) or save it as a PDF (not available for Miscellaneous sales).

    Do you regularly record similar sales?

    Save time by saving the sale as a recurring transaction.

FAQs

How do I add the items and expenses related to a job?

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Click Reimburse to see a list of all the job purchases and expenses you have assigned a job number to, that can now be reimbursed on the sale.

What is the Customer PO No. field used for?

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If the customer gave you a purchase order for this transaction, you can enter that purchase order number in the Customer PO No. field. You can search for sales by the customer's purchase order number.

Can I display tax/GST on each line of an invoice?

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Is there an easy way to copy a sale’s information into a purchase order?

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Yes, you can record the sale and create a purchase order at the same time.

How do I record a note about the sale?

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You can enter a brief description in the Journal Memo field when entering the sale.

Journal memo field with text entered

You can then search for sales using the text you enter in this field. If you don't want this information to appear on printed/emailed sales, ensure that the Memo field is not included on the form.

How do I edit the list of comments, shipping methods or referral sources?

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To add, edit or delete the list of comments, shipping methods, referral sources and payment methods, go to the Lists menu > Sales and Purchases Information window.

You can also type a comment directly into the Comment field. This is an easy way to add a note to the customer's invoice.

To set the default comment for a customer, select it in the Sale Comment field in the customer's card (Card File > Cards List > open the card > Selling Details tab > Sale Comment).

Can I print packing slips with invoices and orders?

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Yes. You can print a packing slip for sales (invoices, quotes and orders) which have been entered using the ServiceItem or Professional layout.