Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
HTML Wrap
classsection group
HTML
<span data-swiftype-index="true">
<div style="display: none;" data-swiftype-name="productFamily" data-swiftype-type="enum">MYOB Invoices</div>
HTML Wrap
classcol span_3_of_5

MYOB Invoices is a free app that lets you manages manage invoices, quotes, contacts and time-billing activities. And everything you do is immediately synced with your AccountRight online company file.

  • Issue invoices and quotes on the go
  • Manage your accounts and contacts
  • See who owes you money
  • Track billable time as you work

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:

 

UI Text Box
sizemedium
typenote

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.

UI Text Box
sizemedium
typenote

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 the company file User ID and Password (this is NOT your my.MYOB email address and password). If you're not sure of your User ID and Password, check with your company file administrator or see Changing and resetting user passwords.

Once you're logged—you’re ready to invoice! It’s easy to create and email invoices for your customers and record any payments they make.

 Record quotes, invoices and payments

 

UI Expand
titleCreate, 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.

    UI Text Box
    typenote

    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.

UI Expand
titleCreate, 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.

UI Expand
titleTake 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.

UI Expand
titleCreate 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.
UI Expand
titleEdit 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.

UI Expand
titleFind 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.

UI Expand
titleNavigate 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.

HTML
<h2><i class="fa fa-comments"></i>FAQs</h2><br>
UI Expand
titleCan 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.

UI Expand
titleCan I print from MYOB Invoices?

Can I print from MYOB Invoices?

Yes, you can use the Air Print function in the app to print invoices. Tap More () on the top right of the Invoice Details page and then select Print.

Refer to your printer's manual for information on how to connect your printer to your phone.

HTML
</span>
HTML Wrap
width15%
classcol span_1_of_5
 
HTML Wrap
floatleft
classcol span_1_of_5
Panelbox
namegreen
titleRelated topics
HTML Wrap
classsidebarlinks

MYOB Invoices website (AU)

MYOB Invoices website (NZ) 

What's new

AccountRight online services

Create a company file

Panelbox
nameyellow
titleFrom the community

RSS Feed
titleBarfalse
max5
showTitlesOnlytrue
urlhttp://community.myob.com/myob/rss/search?q=onthego&filter=labels%2Clocation&location=category%3AWebsitesMobilePayments&search_type=thread

HTML Wrap
classmorelinks

More »