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Working outside of the office shouldn’t affect your processes. Now with Time Billing the MYOB Invoice for AccountRight app, you can record time slips and send them straight to AccountRight Live, for faster and more accurate time billing-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.

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Before you get started:

You need to have an existing online AccountRight file

with AccountRight.

Activities and customers can't be created in the app – they’ll be taken from your existing AccountRight contacts.

You can use

to use the app.

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First, check that your device is compatible with MYOB Invoice:
- Android: 8.0 or later
- iOS: 9.0 or later - iPhone, iPad and iPod touch.
Find the MYOB Invoice app in the App Store or via Google Play. The app's logo looks like this:
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Use these direct links to download and install the MYOB Invoice app:
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In the screen that appears, click Get started. The Sign in to MYOB screen appears.
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Sign in with your MYOB account details.
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.
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If you ever need to change your PIN, just tap Forgotten your password? on the PIN entry screen. Re-enter your MYOB account details and change the PIN.
If you have multiple company files, tap the company file you'd like to use MYOB Invoice for in the Choose your file screen.
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You can switch between your other company files within MYOB Invoice by tapping Settings Image Addedand then Switch Image Added.

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

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

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title	Invoices

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

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.

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title	Create an invoice

Create an invoice

On the Invoices screen, tap +.
Choose the customer you'd like to invoice.
The first time you create an invoice, you'll be asked whether your invoices include or exclude tax. Choose your preference.
Enter the details of your invoice, adding as many lines as you need.
If needed, choose a different Layout.
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.
Tap Save to record the sale.

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

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title	Invoice actions

Invoice actions

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

Tap Invoices Image Added, 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	Tap More and then choose Preview. A PDF version of the invoice will appear. If you need to, choose a different Form template. Tap the share icon Image Added to send the PDF to any of the other apps on your phone.
Email the invoice	Tap Email. An email with the invoice attached will appear. If you need to, choose a different Form template. Check or enter the email address in the To field. Tap Send to send the email.
Take payment for the invoice	Tap Payment. Select the payment method and choose the bank account to deposit the payment to. 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.

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title	Quotes

Quotes

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title	Create a quote

Create a quote

Tap Quotes Image Added.
Tap +.
Select the customer you'd like to send a quote to.
Fill in the details of your quote.
Tap Save.

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

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title	Quote actions

Quote actions

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

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

View and share the quote as a PDF file

Tap More and choose Preview. A PDF version of the quote will appear.
If you need to, choose a different Form template.
Tap the share icon Image Added to send the PDF to any of the other apps on your phone.

Convert the quote to an invoice

Tap More and then choose Convert to invoice.
A new invoice appears, containing information from the quote, like the description of the sale and the balance due.
Change any details you need to, like the Layout.
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.
Tap Save to save this new invoice.

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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

Tap Email. An email with the quote attached will appear.
If you need to, choose a different Form template.
Check or enter the email address in the To field.
Tap Send to send the email.

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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:

Either way, Time Billing for AccountRight will actvity entering

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title	1. Use the timer to record your

activity as you're working

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

Tap ActivitiesImage Added.
Select the employee who’ll create the activity slip.
When you’re ready to time the activity, tap Start and then start the timer.
Stop the timer when the activity’s finished.
Tap Create activity slip. The Create activity slip screen appears, displaying the recorded time from the timer.
Complete the rest of the activity slip, such as selecting the customer, job and start and end times.
Tap Save. This activity slip will now be sent to AccountRight.

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title	2. Manually

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

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

Tap Create activity slip .
Complete the activity slip, such as selecting the customer, job and start and end times.
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

screen.

Plus you can

log

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.

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title	Contacts

Adding a customer or supplier

Tap Contacts Image Added.
Tap +.
Choose whether the contact is a customer or a supplier.
In the Designation field, select whether you'd like to create an individual or a company.
Fill in all the details of your contact.
Tap Save.

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

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More »

Creating activities

Billing for time

Creating multiple activity slips

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Versions Compared

Old Version 16

New Version Current

Key

Create an invoice

Invoice actions

Quotes

Create a quote

Quote actions

Activities

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

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

Adding a customer or supplier

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