Cancel your previous eInvoicing agreement before registering with MYOB

If you've previously used eInvoicing, you'll need to cancel your existing eInvoicing agreement with your current provider. Then follow the steps below to register again to keep sending eInvoices from MYOB.

As well as sending eInvoices from MYOB to customers who are able to receive eInvoices, you are now able to receive supplier eInvoices yourself straight into MYOB.

If you're an AccountRight desktop user, you need to have an online company file to be able to use eInvoicing. You can then register for eInvoicing when you access your company file in a web browser.

If you've previously used eInvoicing, you'll need to cancel your existing eInvoicing agreement with your current provider. Then follow the steps below to register again to keep sending eInvoices from MYOB.

Here's how to register for eInvoicing.

1. In MYOB, click your business name and choose Sales settings.

2. Click the E-invoicing tab.

3. Read the displayed information, or watch the video, about e-invoicing. When you're ready, click Get started.
   
   
   
   
4. Enter your business details.
   
   
   
5. Agree to the terms and conditions.
6. Click Register for eInvoicing.
   
   

After you're registered

Once you've completed your registration, you'll see this indicated in your MYOB sales settings (business name > Sales settings > eInvoicing tab).

Once you're registered for eInvoicing, you'll see a new Send eInvoice button in your invoices.

1. Create the invoice as you normally would (need a refresher?).

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   The invoice customer must have a valid ABN and you must complete the invoice Description to be able to send an invoice as an eInvoice.

2. If applicable, enter a Customer PO number and any additional reference numbers — see the FAQ below.
3. Click Send eInvoice. If you can't see this button, make sure you've registered for eInvoicing as described above. If you have previously used eInvoicing and can't see the Send eInvoice button, you'll need to re-register.
   
   
4. At the Send eInvoice confirmation:
   1. Check the summary of the eInvoice you're sending.
   2. (Optional) Attach any supporting documents by dragging them onto the Send eInvoice screen or clicking browse for files to select them. Supported file types are PDF, JPG, PNG, XLSX, CSV. Note that a PDF of the invoice will automatically be attached when you send the eInvoice.
   3. (Optional) If you don't want to use the default invoice template for the PDF that'll be attached to the eInvoice, choose a different Invoice template. Click Preview PDF to see what the PDF invoice will look like with your chosen template. Learn more about sales templates.
   4. Click Send eInvoice.
   
   The invoice is sent, with a PDF of the invoice attached, and you'll see it listed on your Invoices page (Sales menu > Invoices). See below for more details on eInvoice statuses.

The status of eInvoices that you send will be shown on the Invoices page in MYOB. These statuses are sent from your customer's accounting software via their eInvoice provider.

You can check the status of sent eInvoices in a couple of places:

• the Activity column on the Invoices page (Sales menu > Invoices)
• the Activity history at the bottom of the invoice (Sales menu> Invoices > click to open the invoice). The activity history shows the current status and each previous status. If available, you can click More details for additional information for a status.

Here's a list of eInvoice statuses you might receive from the customer's accounting software. Depending on the customer's accounting software and their eInvoice provider, some of these statuses might not be applicable.

You can now receive eInvoices from suppliers straight into your In tray – see Receiving eInvoices.

<h2><i class="fa fa-comments"></i>&nbsp;&nbsp;FAQs</h2><br>

Are there extra costs for using eInvoicing?

No, eInvoicing in MYOB Business is included in your MYOB subscription.

How can I check if a customer is registered to receive eInvoices?

You can ask them or visit the Peppol Directory and search for them. If they have a registration date, they're registered to receive eInvoices:

How do I enter additional reference numbers for eInvoicing?

You can use the Customer PO number field to enter additional reference numbers for eInvoicing. When entering these numbers, use the relevant prefix:

If you have a customer PO number, enter that first then enclose any additional reference numbers in square brackets [ ] and separate each reference number by semicolons.

Here's an example showing the Customer PO number, followed by a Tender Reference, Project Reference and Buyer Reference:

What if I’m registered with another eInvoicing service provider? 

To be able to use eInvoicing in MYOB, you’ll need to contact your current service provider and cancel your eInvoicing agreement with them.

You can then register for eInvoicing through your MYOB software, following the steps in ‘Register for invoicing’, above.

If you’re not sure who your current eInvoicing provider is or you need their contact information, visit these eInvoicing government websites: AU | NZ.