Step 1: Choose the sale you want
Step 2: Enter information about the customer
Step 3: Enter line items
Step 4: Enter additional sales information
Step 5: Record the sale
Entering sales using the Bank Register
Sales have two different statuses: Quote and Invoice.
You can enter a quote into MYOB BusinessBasics to easily provide an estimate or sales quote to a customer without creating a transaction. A quote has no impact on your financial records and can be turned into an invoice when your customer is ready to buy. It can be deleted if your customer decides not to purchase your product or service. When a quote is changed to an Invoice, the original quote will be stored in the Sales Register. If you want quotes to be removed after they're changed, choose Preferences from the Setup menu to display the Preferences window, then click the Sales tab and mark the box labeled "Delete Quotes upon Changing to and Recording as an Invoice."
An invoice is the actual recorded sale. It records a transaction in the appropriate journal. Invoices can be open, closed or exist as credit memos. A recorded invoice can't be changed into a quote.
Although BusinessBasics does not track customer orders separately, you can use the Sales window to record details of an order just as you would a standard invoice. See Recording customer orders for more information.