Sales of Services: General Information
Non-stock items in MYOB Advanced, which are defined on the Non-Stock Items (IN202000) form during implementation, are used to represent the products that cannot be stocked in warehouses (such as services or charges) or physical entities whose quantities you do not need to track.
The following sections describe the sales process of non-stock items that represent services.
Learning Objectives
In this chapter, you will learn how to do the following:
- Create a sales order for a sale of services
- Prepare the invoice that corresponds to the sales order
Applicable Scenarios
You process a sales order with a service line or multiple service lines if you need to track this sale (and then bill the customer for the provided services), which does not involve a shipment being processed in the system.Sales of Services
Although you could record the billing for a sale of services directly in the system by using an AR invoice, by entering sales orders for all sales, you implement a single entry point for the processing and tracking of sales, including the sales of services. For a sale of services, you start with entering a sales order of the SO or IN type on the Sales Orders (SO301000) form and add to the order the non-stock item or items representing the needed services.
After you have entered the sales order, you need to bill the customer for the sold services by preparing a sales invoice, which is a financial document in the system that contains links to the applicable sales orders. You can review the prepared sales invoice on the Invoices (SO303000) form; then you can release it. When the sales invoice is released, the system releases the corresponding AR invoice, which you can view on the Invoices and Memos (AR301000) form.
An AR invoice is a financial document that is similar to the sales invoice but does not contain the links to the other applicable documents. The system assigns the same reference number to the sales invoice and the related AR invoice. Both of these documents contain the link to the batch of the general ledger transactions, which was generated when the AR invoice was released. For more information on processing accounts receivable invoices, see Processing AR Invoices.
Workflow of Sales of Services
If a sales order includes only services that do not involve shipping, the typical processing of the sales order involves the steps and generated documents shown in the following diagram.
