Reviewing your sales activity

An important part of managing your business revolves around collecting your sales data and understanding its effects on your overall financial picture. MYOB BusinessBasics contains a number of tools that you can use to review your sales activity so you can make better decisions about your business.

• The Sales Register allows you to view an overall picture of your sales activity. Using just one window, you can quickly and efficiently look at open and closed invoices, quotes returns and credits and recurring templates. You can even view a list of all sales, if you choose.
  
  You can perform several BusinessBasics functions using the Sales Register, such as deleting a sale or changing the status of a sale. You can also display the Settle Returns & Credits window if you want to apply a customer credit to a sale or offer a refund.

Note: You can still use the Find Transactions window to find invoices You may want to use the Find Transactions window if you're searching for a specific invoice. There are more detailed search methods available to you in the Find Transactions window than in the Sales Register. See Finding sales for more information. Please note that quotes don't appear in the Find Transactions window because they don't affect your financial numbers. They can be found using the Sales Register or the Select From List that appears in the Sales window when you enter a customer's name.

• The Find Transactions window allows you to gain a detailed history of the activity related to a particular sale. In this window, you can view the sale itself, as well as any payments and other adjustments made to the transaction.
• The Analyze Receivables window provides you with the tools to evaluate how much and how old your customers' outstanding sales balances are.
• The Transaction Journal window lists all your sales, as well as other transactions you've entered into BusinessBasics.
• The Reports option opens the Index to Reports window. You can use this window to print virtually all of the reports available with BusinessBasics; you also can display these reports on your computer screen if you like.

Step by step
To view sales in the Sales Register
To display a list of all sales on your screen using the Transaction Journal
To print a list of all your sales
To print a list of your sales by status
To print a list of all your recurring sales templates
To view a sale's history
To change a sales transaction from the Find Transactions window
To view the amounts you're owed