How to modify and delete a customer’s record in MYOB? (1) - PowerPoint PPT Presentation

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How to modify and delete a customer’s record in MYOB? (1)

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If you are using MYOB application for your business and definitely you would need to update the information of your customer’s record where you may need to update an invoice of a customer. Sometimes outstanding invoices are also required to enter and you can notice all historical sales made by a customer. Here you’d know how to alter a particular transaction or delete a transaction from your record in the application. Sometimes, you may need to update the billing address or a customer has left business and you have to delete an account for this reason. – PowerPoint PPT presentation

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Title: How to modify and delete a customer’s record in MYOB? (1)


1
How to Modify and Delete customers Record in
MYOB?
2
How to Modify and Delete customers Record in
MYOB?
  • If you are using MYOB application for your
    business and definitely you would need to update
    the information of your customers record where
    you may need to update an invoice of a customer.
    Sometimes outstanding invoices are also required
    to enter and you can notice all historical sales
    made by a customer.
  • Here youd know how to alter a particular
    transaction or delete a transaction from your
    record in the application. Sometimes, you may
    need to update the billing address or a customer
    has left business and you have to delete an
    account for this reason.

3
How to Modify and Delete customers Record in
MYOB?
  • Steps to Modify Customer Record
  • If you want to modify a customers record you
    just need to click on card information window for
    that customer and make the required changes and
    then click on Okay. But, the thing is how you
    will open card information window for a
    particular customer.
  • Open Easy Sales Setup Assistant from its menu
    bar and click on particular sales in this setup.
  • Here you need to click on customer cards to view
    a customers list.
  • You just need to double click on a customers
    name and open card information window for a
    customer in the list by clicking on it.
  • Next, you need to click on Edit to make
    changes on sales section of a customer.

4
How to Modify and Delete customers Record in
MYOB?
  • Use Card File Command Centre
  • You have to click on Cards list in this card
    file command centre and in this window you need
    to click on Customer tab.
  • You need to double click on the name of a
    customer to open the card information window and
    you can modify a particular customers
    information. You can also make use of Edit to
    open a same window.
  • Note There are some other ways to open card
    information window for a particular customer.

5
How to Modify and Delete customers Record in
MYOB?
  • How to delete a customer record?
  • In order to delete a customers account, open
    card information window of a particular customer
    and then choose Edit and then Delete from the
    menu bar.
  • Note You wont be able to delete a customers
    account if any transactions have been applied to
    a customer.
  • First, delete a transaction made in a customers
    account and then youll be able to delete a
    record.
  • In case, you have more questions in your mind or
    getting puzzled then you can make a call on MYOB
    Support Number.

6
Contact Us
  • Myob Technical Support Australia provides the
    perfect combination of valued customer tech
    support service that give users the ease of use.
    To get the excellent support facilities one
    should go for this reliable help option in order
    to resolve their issues for Myob Software by
    dialing 24x7 number 61-283206009 or talk to live
    chat representatives in the easiest way possible.
  • Original Source
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