Child pages
  • Using the MYOB Invoice app


 

 

Close

How satisfied are you with our online help?*

Just these help pages, not phone support or the product itself

0
1
2
3
4
5
Very dissatisfied
Very satisfied

Why did you give this rating?

Anything else you want to tell us about the help?

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.

Get started
  1. First, check that your device is compatible with MYOB Invoice:
    • Android: 4.1 or later

    • iOS: 9.0 or later - iPhone, iPad and iPod touch.

  2. Download the MYOB Invoice app:
  3. In the screen that appears, click Get started. The Sign in to MYOB screen appears.
  4. Sign in with your your my.MYOB account details .
  5. You can set a 4-digit security PIN, which will make future sign-ins faster and easier. Enter your PIN and tap Next, or tap Skip for now.

    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.

  6. If you have multiple company files,tap the company file you'd like to use MYOB Invoice for in the Choose your file screen.

    You can switch between your other company files within MYOB Invoice by tapping Settings and then Switch .

You're now ready to manage your invoices, quotes, activities and contacts. Use the panel at the bottom to navigate between these screens.

 

Let's take a look at what you can do with the app:

Invoices

The Invoices screen is what you see first when you log in to the app. You can also access it by tapping Invoices.

From here, you can view, edit, create and send invoices on the go. Use the All, Overdue, and Paid tabs to see your invoices (with due amounts), and keep track of which invoices are yet to be paid, or already paid. You can also search for invoices.

Create an invoice

Create an invoice 

  1. On the Invoices screen, tap +.
  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. 
  4. Enter the details of your invoice, adding as many lines as you need.
  5. If needed, choose a different Layout.

  6. Select the payment terms, from Payment is due.

    • If you choose this month or next month, select the date in Payment due date

    • If you choose a number of days after this month or a number of days after the issue date, enter the number of days in Payment due days.

  7. Tap Save to record the sale.

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

Invoice actions

Invoice actions

You can view your invoice as a PDF, share or email it, and enter payment for it.

Tap Invoices, tap on an invoice, and follow the steps below.

View activity history

  • Tap Activity history.

    A browser page will open, displaying all changes to the invoice, such as when it was emailed and viewed.

To see details of invoice payments, open the invoice in AccountRight.

View and share the invoice as a PDF file

  1. Tap More and then choose Preview.

    A PDF version of the invoice will appear.

  2. If you need to, choose a different Form template.
  3. Tap the share icon to send the PDF to any of the other apps on your phone.

Email the invoice

  1. Tap Email. An email with the invoice attached will appear.

  2. If you need to, choose a different Form template.
  3. Check or enter the email address in the To field.
  4. Tap Send to send the email. 

Take payment for the invoice

  1. Tap Payment.

  2. Select the payment method and choose the bank account to deposit the payment to.
  3. Tap Save to confirm payment.

Fully paid invoices will appear under the Paid tab. To see details of invoice payments, open the invoice in AccountRight.

Any changes you make will be saved in the MYOB Invoice app and your AccountRight company file.

Quotes

Quotes

Create a quote

Create a quote

  1. Tap Quotes .
  2. Tap +.
  3. Select the customer you'd like to send a quote to.
  4. Fill in the details of your quote.
  5. Tap Save.

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

Quote actions

Quote actions

You can view your quote as a PDF, convert it to an invoice, and share or email it.

Tap Quotes , tap on a quote, and follow the steps below.

View and share the quote as a PDF file

  1. Tap More and choose Preview. A PDF version of the quote will appear. 

  2. If you need to, choose a different Form template.
  3. Tap the share icon to send the PDF to any of the other apps on your phone.

Convert the quote to an invoice

  1. Tap More and then choose Convert to invoice.

  2. A new invoice appears, containing information from the quote, like the description of the sale and the balance due.
  3. Change any details you need to, like the Layout. 
  4. Select the payment terms, from Payment is due. If you choose:
    • this month or next month, select the date in Payment due date.
    • a number of days after this month or a number of days after the issue date, enter the number of days in Payment due days.
  5. Tap Save to save this new invoice.

The original quote will still appear in the Quotes screen 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).

Email the quote

  1. Tap Email. An email with the quote attached will appear.

  2. If you need to, choose a different Form template.
  3. Check or enter the email address in the To field.
  4. Tap Send to send the email.
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 tasks 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. 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 screen 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 screen.

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.

Contacts

Adding a customer or supplier

  1. Tap Contacts .
  2. Tap +.
  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.

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