I'm a manufacturer, how can MyBusiness Accounting software help me?

Set up customer invoices and delivery notes:

Using MyBusiness as your accounting software solution you can set up customer invoices and delivery notes with ease. If you wish to turn an invoice into a delivery note using the software simply preview an Invoice and select Delivery Note Template from the Template Options.

Go to: Accounts / Making Money / Set up Customer Invoice. You can also raise invoices from the bottom of the Contacts Detail screen, as well as from Quotes or previous invoices.


Analyse income and expenses:

You can analyse your businesses income and expenses by setting up categories that suits you business best, you can then generate reports based on these created categories to view and analyse your income and expenses better.

Go to: Accounts / Income and Expense Categories / Add sub-category. This might for instance be by ‘Product 1, Product 2, and Maintenance, Installation' etc...

Manage Expenses:

Go to: Accounts / Pay Cash Out. Describe the payment as for instance, ‘Fuel' or ‘Nails' and then link it to the category of expense, e.g. ‘Motor', ‘Cost of Sales' etc... the figures will then appear in your cashbook and you will be able to run reports by expense category.


Stock Management:

To handle your stock using MyBusiness simply go to: Accounts / Stock List / New Item, then set up the items that your business sell. You can select an item or finished goods, and create a simple Bill of Material. Put in your cost and selling prices and include a minimum reorder level. Tick the ‘Automatic Adjust' box so that stock level is adjusted as you create invoices. Alternatively you can adjust stock daily through the manual Stock Take option.


Tracking Chargeable Time:

Tracking chargable time can sometimes be difficult but not with MyBusienss, go to: Stock List and Add New Service Item for example ‘Assembly Time', ‘Design Time', ‘Installation Time'. When you use the Diary to set up appointments or tasks, you can link it to a chargeable service, and the MyBusiness software will then remind you to invoice for this in the future.


Appointment Booking:

Within MyBusiness you can set up employees as contacts so that they can have their own colour coded diary entries within the software. This can then be used to schedule appointments, for example; Conference Calls.



If you manage a business that handles projects or jobs based on a specific client you can create a job bag by linking activities and invoices etc... against a project using the MyBusiness software.


Manage your contacts and customers:

In any contact detail page you can create Contact Notes, Reminders for follow up, Tasks, Invoices, Quotes etc... e.g. set up a reminder to ring customers in the future for anniversaries, next service etc...