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  • Using the MYOB Invoices mobile app


 

 

MYOB Invoices

MYOB Invoices is a mobile app that lets you invoice on the go. You can manage your accounts and contacts, see who owes you money, and record payments too. And everything you do is immediately synced with your AccountRight company file.

You can send and track invoices from your smartphone with a consistent, more professional appearance. Your customers will receive an HTML email notification (viewable on mobile or desktop) with a link to view the online invoice in a browser. You can view if – and when – customers have opened invoices in real-time. You will have visibility of whether an invoice has been sent, bounced, viewed, downloaded, printed or paid.

If your company file is online, and you have a compatible Android or iOS device, you’re ready to go—all you need to do is download and install the MYOB Invoices app:

 

To install on an iPad, change the filter in the App Store to display apps for iPhone or all devices.


For more information, see our MYOB Invoices page: Australia | New Zealand , and to learn about the new features we add, see the AccountRight blog.

Log in

The first time you log in to MYOB Invoices, enter your my.MYOB account details. You’ll then need to set a 4-digit security PIN, which will make future log-ins faster and easier.

For more information about my.MYOB, see About my.MYOB.

(If you ever need to change your PIN, just tap Forgotten your password? on the PIN entry screen. Re-enter your my.MYOB details and you can then change the PIN.)

Once you’re logged in to the app, select the online company file you want to work with, and enter the user account details you usually sign in to AccountRight with. And that’s it—you’re ready to invoice!

After logging in to the app, make sure you're using the User ID and Password to access the selected company file and not your my.MYOB details.

Record quotes, invoices and payments

It’s easy to create and email invoices for your customers and record any payments they make.

 

Create, edit and view invoices

Create, edit and view invoices

Create an invoice

  1. Tap Invoices on the dashboard.
  2. Tap +. Your customer list appears.
  3. Select the customer and then fill out the invoice details. You can add as many lines as you need.
  4. Tap Save to record the sale.
  5. Tap Email if you want to also send an invoice to your customer.

    The default invoice form will be used in the sale. You can set a default form to use for each customer (which is assigned in the card file). You can only create invoices using the Item or Service layout.

Edit an invoice

Invoices with a green amount (unpaid invoices) can be edited. Simply open the invoice and tap the line you want to change. Tap Save when finished and the changes will also be synced with your MYOB AccountRight business.

View your invoices

Tap Invoices on the dashboard to see a list of all invoices, or if you want to view invoices for a particular customer, tap Contacts, select the customer and then tap the Invoices tab.

Create, edit and view quotes

Create, edit and view quotes

Create a quote

  1. Tap Quotes on the dashboard.
  2. Tap +
  3. Select the customer and then fill out the quote details. Note you can only add one line item to a quote.
  4. Tap Save to record the quote.

Edit a quote

Quotes with a green amount (unexpired quotes) can be edited. Simply open the quote and tap anywhere on the quote details to edit. Tap Save when finished and the changes will also be synced with your MYOB AccountRight business.

Currently only quote details (e.g., quote number, date of issue and expiry date) can be edited. The ability to edit line items is coming soon.

View your quotes

Tap Quotes on the dashboard to see a list of all quotes.

Take a payment

Take a payment

This feature is currently unavailable.

Manage your contacts

MYOB Invoices syncs with your AccountRight card file, so you can view your customer and supplier details, and see what’s owed, whenever you want.

Create a contact

Create a contact

  1. Tap Contacts on the dashboard.
  2. Tap either Customers or Suppliers, depending on the type of contact you want to create.
  3. Tap +.
  4. Enter the contact’s details and then tap Save (). The contact’s details will automatically sync with your AccountRight card file.
Edit a contact

Edit a contact

To edit a contact, display the customer or supplier’s details, and then tap Edit (). Tap Save () when finished and the changes will also be synced with your AccountRight card file.

Find a contact

Find a contact

Tap Contacts on the dashboard, and then tap Customers or Suppliers to view your contacts by type. You can also search for a contact by typing in the search field.

Navigate to a contact's address

Navigate to a contact's address

To view a map showing a contact’s address, or to get driving directions from your current location, display the contact’s details and then tap on the address field. Your device’s mapping app will launch so you can easily navigate to the address.

FAQs


Can I select a different invoice form to use in the MYOB Invoices mobile app?

Can I select a different invoice form to use in MYOB Invoices?

The default invoice form will be used in MYOB Invoices when you record a sale. In AccountRight, you can set a default form to use for each customer (which is assigned in the card file).

You can choose a different form by editing the customer in MYOB Invoices. Display the customer’s details then tap Edit () and choose the sale layout and the form you'd like to use.

When you're done, tap Save (). The contact’s details will automatically sync and update the customer's card in AccountRight.