Using the MYOB Invoice app

Download

If 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:

The first time you log in to MYOB Invoices, enter your my.MYOB account details . You’ll need to set a 4-digit security PIN, which will make future log-ins faster and easier.

Once you're logged in, and have selected the online company file you want to work with, you're ready to manage your invoices, quotes, and contacts.

(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.)

You can view, edit and create invoices on the go by selecting Invoices from the Dashboard .

Once you've selected Invoices, you can keep track of which invoices have been issued, which have been paid, and which are yet to be paid.

Create an invoice

To create an invoice:

1. Tap the + icon in the top right hand corner of the screen.
2. Select 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. This can be changed at a later date in the settings.
4. Enter the details of your invoice.
5. Tap Save to record the sale.

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

View an invoice

To view an invoice:

1. Select any of the invoices from the Issued, Due, or Paid tabs.
2. Tap the square with the arrow pointing up in the top right hand corner.
3. This will give you the option to Preview, Email, Take Payment, or Print the invoice. Select Preview.
4. A PDF version of the invoice will appear.
5. Tap Email in the top right hand corner if you'd like to email a copy of the invoice to the customer or accounting advisor.

Creating a quote

When you create a quote from the app, it'll also appear in your AccountRight file. Here's how:

1. On the bottom panel, select Quotes.
2. Tap the + icon in the top right hand corner of the screen.
3. Fill in the details of your quote.
4. Tap Save in the top right hand corner.

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

You can use the app to log your activity slips in two ways:

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.

Plus you can log non-chargeable activities (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. 

Adding a customer or supplier

When you add a customer or supplier from the app, it'll also appear in your AccountRight file. Here's how:

1. On the bottom panel, select Contacts.
2. Tap the + icon in the top right hand corner of the screen.
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 in the top right hand corner.

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