If you choose, MYOB BusinessBasics allows you to add useful information about your sale, such as a journal entry memo. You can also record details about the customer's payment with the Applied Payment Details window. For example, if the customer paid by check, you can enter the check number. If another customer pays by credit card, you can enter the credit card number, expiration date and other related credit card information.
If you'd like, you can use the customer's card to set default entries for several fields in the Sales window. See Selling Details view (customer cards only) and Enter payment details (customers) for more information.
The tax code that is selected for the customer on the customer card is entered automatically when the customer card is entered in the Sales window. You can change it, if you wish. Using the Profile view of the Item Information window, you can choose to mark automatically an item that's included in the Items List to be taxed when you enter the item on a sale. Simply mark I Collect Sale Tax When I Sell This Item.
All parts of the sale (line items and freight charges) that you've marked as taxable will be taxed based on the sales tax code's tax rate. If, after you've entered all your line items and freight charges, the sales tax amount that appears in the Tax field isn't the amount you want to bill the customer, you may want to manually adjust the amount. Click the arrow next to the Tax field to open the Tax Information window; you can adjust the amount in the Tax column.
If you want to give customers a discount as an incentive for paying their invoices early, you can do so by entering a special miscellaneous sale. This creates a customer credit that the customer can use towards a subsequent purchase. See To give an early payment discount for more information.
Enter additional sales information