Online invoicing

https://help.myob.com/wiki/x/442i

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Online invoicing in Essentials allows you to email invoices without a PDF attachment (though you can keep the attachment if you want) and track when your customers open and view their invoices from your software.

Setting up for online invoicing

Access your business's Settings menu.
Click Invoice and quote settings.
Click the Payment options tab.
Check the box Use online invoicing, located at the bottom of the Payments Options page.
Optional: If you want to send a PDF attachment of your invoice as well, check the Enable PDF attachments box.
When you're finished, click Save.

Using online invoicing

Whereas invoices would previously be viewable only as a PDF attachment, online invoicing will now show the invoice in the body of the email. This not only makes your invoices easier to read, but also gives you the ability to track the status of your invoices without leaving your software.

We'll show you below how to work with online invoices within Essentials, and how your customers will now view their invoices.

Using online invoicing

With online invoicing enabled, the process of sending invoices to your customers remains the same. For more information, see Emailing and printing invoices.

After the invoice is sent, however, a few things will have changed from before enabling online invoicing.

Your customers will now receive an email with a clickable View invoice link, which will take them to an online version of the invoice.

In your Essentials, you'll now be able to check on the status of the invoice at the bottom of the invoice page. For example, you can see when an invoice was created, sent and viewed. You can also see if an email failed to deliver and when you received the payment.