MYOB Manual - Time Billing

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6. Mark the Use Activity Slip Notes Instead of Activity Name/Description On Invoice selection if you want the notes you entered in the Enter Activity Slip window for each activity slip to appear on the invoice. 7. Click the Prepare Invoice button. The Sales window appears and the activity slips you selected in the Prepare Time Billing Invoice window are displayed. Note: “Items can be entered on time billing invoices” on page 461 8. If you also want to bill customers for items along with your activity slips, enter the item number in the Activity column. Enter the number of items you're selling in the Hrs/Units column and the amount of each item in the Rate column. 9. Bill the customer for reimbursable expenses if necessary. (“To bill a customer for reimbursable expenses” on page 762) 10. Review the default entries that appear in the lower part of the window and make any changes that are needed. (“Additional information in the time billing Sales window” on page 458 and “To enter time billing payment details” on page 459) 11. If you want to print the invoice, click the Print button. Otherwise, click Record. You can print the invoice later if you like, using the Print Invoices window. Related topics “Billing for time” on page 443 Additional information in the time billing Sales window The Time Billing layout of the Sales window should be open. You can make many of the same entries on a time billing invoice as you do on other sales layouts. The default status of the sale is Invoice. You can change the status to a quote or order, if you wish. To do this, click the arrow in the upper left corner of the Sales window and select Quote or Order. The actual fields that appear at the bottom of the Sales window may be filled in automatically if you selected default entries in the customer’s card file. All the following fields are optional; complete only those that apply to the sale you’re entering: • Salesperson 458 www.myob.com.au
Chapter 12 Billing for time • Comment • Promised Date • Journal Memo • Referral Source • Paid Today • Payment Method • Already Printed or Sent To add, edit or delete menu options in the Select From Lists for the Comment, Referral Source or Payment Methods fields, see “To add or edit Sales/Purchases Information” on page 344 or “To delete Sales/Purchases Information” on page 344. 4 Related topics “To bill for time” on page 457 To enter time billing payment details The Time Billing layout of the Sales window should be open. Click the Details button to enter additional information about the customer’s payment in the Applied Payment Details window, if you wish. You can deposit the amount listed in the Paid Today field into either a designated account or the Undeposited Funds Account. If you want, you can change the Deposit to Account account by selecting Linked Accounts from the Setup menu. Choose Sales Accounts to display the Sales Linked Accounts window. Enter an account that is a bank account type in the bank Account for Customer Receipts field. To change the Undeposited Funds Account, select Linked Accounts from the Setup menu. Choose General Ledger to display the General Ledger & Banking Linked Accounts window. Enter an account that is a bank account type in the Bank Account for Undeposited Funds field. Related topics “Billing for time” on page 443 MYOB Help 459
Page 1 and 2: Time Billing Table of Contents Chap
Page 3 and 4: Chapter 1 Time Billing Activities O
Page 9 and 10: Chapter 2 Adding new activities 12.
Page 11 and 12: Chapter 2 Adding new activities 2.
Page 13 and 14: Chapter 3 Changing activities Chapt
Page 15 and 16: Chapter 5 Activity Slips Overview C
Page 17 and 18: Chapter 5 Activity Slips Overview I
Page 19 and 20: Chapter 5 Activity Slips Overview A
Page 21 and 22: Chapter 5 Activity Slips Overview S
Page 23 and 24: Chapter 6 Adding activity slips --
Page 25 and 26: Chapter 6 Adding activity slips --
Page 27 and 28: Chapter 7 Adding multiple activity
Page 29 and 30: Chapter 8 Reviewing activity slips
Page 31 and 32: Chapter 9 Changing activity slips 3
Page 33 and 34: Chapter 11 Tracking work in progres
Page 35: Chapter 12 Billing for time Chapter
Page 39 and 40: Chapter 13 Activity slips notes and

MYOB Manual - Time Billing

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