Fields in the Sales Linked Accounts window

Fields in this window
Sales Linked Accounts window

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Asset Account for Tracking Receivables

The Asset Account for Tracking Receivables field in the Sales Linked Accounts window allows you to enter an asset account that tracks the money that people owe you for sales. This required account typically is usually named "Accounts Receivable" or something similar.

In MYOB BusinessBasics documentation, this account is referred to as your linked receivables account.

Checking Account for Customer Receipts

The Checking Account for Customer Receipts field in the Linked Accounts window allows you to enter an asset account that tracks the money you've received from people for sales, and from which you write refund checks to customers. This required account is usually named "Checking Account" or something similar.

In MYOB BusinessBasics documentation, this account is referred to as your receivables checking account.

I charge freight on sales -- Income Account for Freight

If you mark I charge freight for sales, the Income Account for Freight field appears. This field allows you to enter an income account that tracks the freight charges you collect in your sales.

In MYOB BusinessBasics documentation, this account is referred to as your freight collected account.

Terms button

Click this button to open the Credit Terms window, where you can create a set of default credit terms for all customers in the MYOB BusinessBasics system.

When you create a set of default terms using the Credit Terms window here, the terms you select will be automatically applied to every new customer record you add to the Card File. (The terms of existing customers will remain the same.) If you wish, you can change the terms assigned to an individual customer in the Selling Details view of the Card Information window.

You also can use this window to specify the tax code that applies most often to your customers; this tax code will appear as the default entry for all new customer records you add to the Card File. (As with terms, the tax codes you've assigned to existing customers will remain the same.) If you wish, you can change the tax code assigned to an individual customer in the Selling Details view of the Card Information window.

OK button

Click this button to accept the entries you've made in this window.

Asset Account for Tracking Receivables	The Asset Account for Tracking Receivables field in the Sales Linked Accounts window allows you to enter an asset account that tracks the money that people owe you for sales. This required account typically is usually named "Accounts Receivable" or something similar. In MYOB BusinessBasics documentation, this account is referred to as your linked receivables account.
Checking Account for Customer Receipts	The Checking Account for Customer Receipts field in the Linked Accounts window allows you to enter an asset account that tracks the money you've received from people for sales, and from which you write refund checks to customers. This required account is usually named "Checking Account" or something similar. In MYOB BusinessBasics documentation, this account is referred to as your receivables checking account.
I charge freight on sales -- Income Account for Freight	If you mark I charge freight for sales, the Income Account for Freight field appears. This field allows you to enter an income account that tracks the freight charges you collect in your sales. In MYOB BusinessBasics documentation, this account is referred to as your freight collected account.
Terms button	Click this button to open the Credit Terms window, where you can create a set of default credit terms for all customers in the MYOB BusinessBasics system. When you create a set of default terms using the Credit Terms window here, the terms you select will be automatically applied to every new customer record you add to the Card File. (The terms of existing customers will remain the same.) If you wish, you can change the terms assigned to an individual customer in the Selling Details view of the Card Information window. You also can use this window to specify the tax code that applies most often to your customers; this tax code will appear as the default entry for all new customer records you add to the Card File. (As with terms, the tax codes you've assigned to existing customers will remain the same.) If you wish, you can change the tax code assigned to an individual customer in the Selling Details view of the Card Information window.
OK button	Click this button to accept the entries you've made in this window.