Viewing invoices

https://help.myob.com/wiki/x/KgOc

Close

How satisfied are you with our online help?*

Just these help pages, not phone support or the product itself

0

1

2

3

4

5

Very dissatisfied

Very satisfied

Why did you give this rating?

It's hard to find information

Instructions are hard to follow

Content isn't detailed enough

It doesn't fix my software problems

Anything else you want to tell us about the help?

Previewing invoices

If you want to see how an invoice will appear once printed, you need to preview it. See Emailing, previewing and printing invoices.

To open the Invoices page, click Invoices on the menu.

The Invoices page lists all of the invoices you’ve entered into MYOB Essentials. For each invoice, the invoice number, customer, date issued, date due, total amount and amount due is listed. To find an invoice, you can use the search feature or filter the list by type.

Every invoice has one of the following statuses:

Sent — for invoices that you emailed or printed from MYOB Essentials, and for invoices that are partially paid.
Paid — for invoices that have been paid in full.
Not Sent — for invoices that you saved but haven’t emailed or printed.
Overdue — for all invoices that are overdue.
Return — for all customer returns and credits.

To filter the list of invoices

From the list, select the type of invoices you want to see:

All—displays all invoices, regardless of their status. This is the default option.
Unpaid and Sent—displays invoices that have not been paid, but which have been printed or emailed.
Unpaid and not Sent—displays invoices that have not been paid, and which have not been printed or emailed.
Unpaid within due date—displays invoices that have not been paid, and which are not yet due.
Overdue—displays invoices that have not been paid and which are overdue.
Paid—displays invoices that have been paid
Open—displays invoices that have not been paid.
Returns—displays customer returns and credits (invoices with a Return status).

The filtered list of invoices appears.

To search for an invoice

In the search field ( ), enter part of a number or word relating to the invoice you’re trying to find.

For example, you can enter part of the invoice number, the customer’s name, the date the invoice was issued or is due, the total invoice amount or the amount due.

When you press Enter, the list is populated with the invoices that match your search term.

Use sorting in addition to searching

If searching gives you a large number of results, try sorting by one of the columns. You can also filter the invoices list by type.

To view bank transactions matched to an invoice

On the Invoices page, click the invoice you want to view matches for. The Invoice to page appears.
At the bottom of the screen, click the Show transactions for this invoice link. A list of all bank transactions matched to this invoice appears. If there are no matches found, the invoice has not been matched to any bank transactions.
If you want to view the details of a matched bank transaction, you can click on it.

For more information, see Matching bank transactions.

Related topics

The Invoices page

Create, edit and delete invoices

Emailing and printing invoices

Searching and filtering

Sorting by column

From the community

More »