- Created by BrianQ, last modified by AdrianC on Oct 05, 2021
https://help.myob.com/wiki/x/VxJNAQ
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Upgrading to the new MYOB Essentials? You'll need to use a different MYOB Invoice app. Learn about this app and how to get it.
MYOB Invoices for Essentials is a mobile app that lets you invoice on the go. You can manage accounts, contacts, see who owes you money, and record payments. And it automatically synchronises with your MYOB Essentials business.
Now, you can send and track invoices straight from your smartphone. Customers will receive a notification (on mobile or desktop) with a link to view their invoice online. You can also see when, and if, customers have opened their invoices and when they've made any payments.
If you have a compatible Android or iOS device, you’re ready to go—all you need to do is the MYOB Invoices for Essentials app.
Install and download by clicking one of the below:
To install on an iPad, change the filter in the App Store to display apps for iPhone or all devices.
Log in
The first time you log in to MYOB Invoices for Essentials, you'll need to enter your MYOB account details (email address and password) and set a 4-digit security PIN. This will make future log-ins faster and easier.
(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.)
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 an invoice
To set tax to GST inclusive or exclusive, tap the menu and then tap Settings. Select Tax inclusive or Tax exclusive.
- Tap Invoices on the dashboard.
- Tap +. Your customer list appears.
- Select the customer and fill out the invoice details. Add as many lines as you need.
- Tap Save to record the sale.
- Tap Email if you want to also send an invoice to your customer.
Edit an invoice
Invoices with a green amount (unpaid invoices) can be edited. Just open the invoice and tap the line you want to change. Tap Save when finished and the changes will be synced with your MYOB Essentials 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 a quote
- Tap Quotes on the dashboard.
- Tap +
- Select the customer and then fill out the quote details. Note you can only add one line item to a quote.
- 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 be synced with your MYOB Essentials business.
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
This feature is currently unavailable.
Manage your contacts
MYOB Invoices for Essentials syncs with your MYOB Essentials business, so you can view your customer and supplier details, and see what’s owed, whenever you want.
Create a contact
- Tap Contacts on the dashboard.
- Tap either Customers or Suppliers, depending on the type of contact you want to create.
- Tap +.
- Enter the details, then tap Save. The contact’s details will automatically sync with your MYOB Essentials business.
Edit a contact
To edit a contact, display the customer or supplier’s details, and tap Edit. Make any changes and tap Save when finished. All changes will be synced with your MYOB Essentials business.
Find a contact
Tap Contacts on the dashboard, then tap Customers or Suppliers to view by type. You can also search for a contact using the search field.
Navigate to a contact's address
To view a map showing a contact’s address, or to get directions, display the contact’s details and tap on the address field. Your device’s mapping app will launch so you can easily navigate to the address.
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