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  • Using the MYOB Invoice app


 

 

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Working outside of the office shouldn’t affect your processes. Now with the MYOB Invoice for AccountRight app, you can record time billing activity slips and create quotes, invoices, customers and suppliers on your mobile device. The best part? It's all linked to your AccountRight online company file, so your business info is always up to date and easily accessible.

You need to have an existing online AccountRight file to use the app.

Take a look at what you can do with the app:

 

Get started

If you have a compatible Android or iOs device, all you need to do is download the MYOB Invoice app and you're ready to go:

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

Once you're logged in, and have selected the online company file you want to work with, you're ready to manage your invoices, quotes, and contacts.

(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 change the PIN.)

Invoices

You can view, edit and create invoices on the go by selecting Invoices from the Dashboard .

Once you've selected Invoices, you can keep track of which invoices have been issued, which have been paid, and which are yet to be paid.

Once you're on the Invoices screen, you can:

Create an invoice

Create an invoice 

  1. Tap the + icon in the top right hand corner of the Invoices screen.
  2. Choose the customer you'd like to invoice.
  3. The first time you create an invoice, you'll be asked whether your invoices include or exclude tax. Choose your preference. This can be changed at a later date in the settings.
  4. Enter the details of your invoice.
  5. Tap Save to record the sale.

Your invoice will be saved in MYOB Invoice as well as AccountRight.

Invoice actions

Invoice actions

If you need to view, email, print or take payment for an invoice:

  1. Choose an invoice from the Issued, Due, or Paid tabs.
  2. Tap View activity. This will give you the option to Preview, Email, Take Payment, or Print the invoice. If you choose:
    • Preview – a PDF version of the invoice will appear. Tap Email in the top right hand corner to send to customer.
    • Email – an email with the invoice attached will appear. Tap Send to send a copy to your customer.
    • Take Payment – enter the details of the payment received for this invoice. Tap Continue to confirm payment. Fully paid invoices will appear under the Paid tab. For details of invoice payments, open the invoice in AccountRight.

The changes you make will be saved in MYOB Invoice and AccountRight.

Quotes

Quotes

Create a quote

Create a quote

When you create a quote from the app, it'll also appear in your AccountRight file. Here's how:

  1. On the second panel, select Quotes.
  2. Tap the + icon in the top right hand corner of the screen.
  3. Select the customer you'd like to send a quote to.
  4. Fill in the details of your quote.
  5. Tap Save in the top right hand corner.

Now this quote will be saved in your app as well as in AccountRight.

Quote actions

Quote actions

Tap More on the bottom of the screen to see your quote options. If you want to view the quote PDF before emailing it to the customer, tap Preview. When the customer wants to go proceed with the sale, tap Convert to Invoice.

  1. On the second panel, select Quotes.
  2. Tap a quote to open it.
  3. Tap More on the bottom of the screen. If you choose:
    • Preview – a PDF version of the quote will appear.
    • Convert to invoice – this changes the quote into an invoice containing information from the quote, like the description of the sale and the balance due. If you want, you can make changes to the invoice before saving it, like adding a Comment.

      The original quote will still appear in the Quotes page of the MYOB Invoice app. But you can delete the quote in AccountRight if you like, or set a preference in AccountRight to automatically delete quotes when they're converted to invoices (Setup menu > Preferences > Sales tab > Delete Quotes upon Changing to and Recording as an Order or Invoice).

  4. To email a quote, tap Email, choose a form template, enter an email send-to address (if the customer's default email address hasn't been entered) and tap Send. The quote will be emailed as a PDF attachment to the customer.
Activities

Activities

An activity slip is used to track the costs of a time-based task or service provided by your business, like consulting by the hour. You then use the information in the activity slip to bill the customer using a time billing invoice.

With the MYOB Invoice app, you can record activity slips with your phone – handy for jobs outside the office.

In order to use this feature you just need to do some one-off setup in AccountRight. See Billing for time.

You can use the app to log your activity slips in two ways:

1. Use the timer to record your activity as you're working

1. Use the timer to record your activity as you're working

  1. On the bottom panel, tap Activities.
  2. Select the employee who’ll create the activity slip.
  3. When you’re ready to time the activity, tap Start and then start the timer.
  4. Stop the timer when the activity’s finished.
  5. Tap Create activity slip. The Create activity slip page appears, displaying the recorded time from the timer.
  6. Complete the rest of the activity slip, such as selecting the customer, job and start and end times.
  7. Tap Save. This activity slip will now be sent to AccountRight.
2. Manually enter the amount of time you've worked on an activity

2. Manually enter the amount of time you've worked on an activity

  1. Tap Create activity slip .
  2. Complete the activity slip, such as selecting the customer, job and start and end times.
  3. Tap Save. This activity slip will now be sent to AccountRight.

Whichever method you use, MYOB Invoice will send your activity slip to your AccountRight file.

You can also see activity slips created or modified within the last 7 days in the Latest activities page.

Plus you can link activity slips you create in the app to non-chargeable activities you've created in AccountRight (like internal admin work) and you can change your units of measure too.

If you’ve got multiple businesses in AccountRight, switch between them by logging out of your current account and logging into another one. 

Contacts

Adding a customer or supplier

When you add a customer or supplier from the app, it'll also appear in your AccountRight file. Here's how:

  1. On the bottom panel, select Contacts.
  2. Tap the + icon in the top right hand corner of the screen.
  3. Choose whether the contact is a customer or a supplier.
  4. In the Designation field, select whether you'd like to create an individual or a company.
  5. Fill in all the details of your contact.
  6. Tap Save in the top right hand corner.

Now this contact will be saved in your app as well as in AccountRight.