1. 1. On the Invoices page, click Create invoice. The Invoice page appears.

   2. If necessary, change the Invoice number. This number is automatically generated, based on the last number you used.

      Changing the numbering

      If you change the invoice number, you’ll change the automatic numbering. For example, if you change the number to IV000081, the next time you create an invoice, MYOB Essentials will display the new invoice number as IV000082.

       

      Enter information about the customer

2. In the Customer field, enter the customer’s name, or select the customer from the list. The customer’s address details appear in the field below

   Creating an invoice for a new customer?

   In the Customer field, select Add customer from the list. Enter the customer’s details in the Add New Customer window and click Save.

   
   Check the due date, payment terms and tax preference

   1. Check the date in the Date of issue field.
3. Check the date in the Due date field.
   If you want to change the due date for this invoice, select the method you want to use to calculate the due date and, if necessary, the number of days from the end of the month or from the invoice issue date.
   Note that the default due date is calculated using the preference you set up on the Payment options tab of the Invoice and quote settings page. See Invoice and quote settings.
   1. If you account for tax or GST, choose an option from the Amounts are list.
      • If you want the prices to include tax or GST, choose Tax inclusive (Australia) or GST inclusive (New Zealand). Note that this is the default tax preference.
      • If you want the prices to exclude tax or GST, choose Taxexclusive (Australia) or GST exclusive (New Zealand).
      
      Enter the items you're selling

4. In the Item column of the list, enter the number of the item you want to sell, or select it from the list.

   Entering a new item?

   In the Item column of the list, select Add Item from the list. Enter the item details in the Add New Item window and click Save.

   The item Description, Allocate to, Unit price and Tax rate or GST type appear, based on the details you entered when you created the item.

   The Qty and Total also appear. The default quantity is 1. You can change this in the Qty field. If you want, you can also change the type of units to use for this item in the Units column.

   Deleting line items

   To remove an item from the list, click the delete icon ( ) to the right of the item line.

    

   1. Repeat from step 7 for each item you want to sell. If you want to add a line item between the lines you've already entered, hover over the dots at the left of the line and click '+'. A new empty line appears below.

5. If you want to rearrange the lines of your invoice, click the dots at the left of the line item you want to move, and drag it to the new position in the list.

   1. If you need to delete a line from your invoice, click the 'X' at the right of the grid.

      The totals are calculated at the bottom of the invoice:

   • Subtotal—the total for the items added to the invoice

   • Tax/GST—the amount of tax or GST applied to the invoice

   • Total—the subtotal amount plus the tax or GST amount

   • Amount paid—the total of any invoice payments made

   • Amount due—the total minus the amount paid.

6. If you want to add a note about the invoice, enter it in the Notes field. These notes will appear on the invoice that is sent to the customer.

   For example, you could use this area to add additional details about payment.

   1. Check that all the information in the invoice is correct.

       

      Complete the invoice

7. If you want to:

   • save the invoice without sending it, click Save. The invoice status will change to Not sent.

   • send the invoice to the customer, click Email or print. In the window that appears, complete the fields and click Email to customer or Preview & Print.

     For more information, see Emailing, previewing and printing invoices.

   • enter a payment for the invoice, click the Enter customer payment link, and then click Yes to the confirmation message. On the Enter customer payment page, enter the payment details.

     For more information, see Customer payments.

You can click invoices to open them for editing.

1. In the invoices list, find the invoice you want to edit and click it. The Invoice page appears, showing the invoice details.
2. Make any changes to the invoice.
3. To:
   • save the changes without sending a copy to the customer, click Save. The Invoice page reappears.
   • save the changes and send a copy to the customer, click Email or print or Resend to customer. In the window that appears, complete the fields and click Email or Print. For more information, see Emailing, previewing and printing invoices.

1. In the invoices list, find the invoice you want to delete and click it. The Invoice page appears, showing the invoice details.
2. Click the Delete link. A confirmation message appears.
3. Click Yes to delete the invoice. The Invoices page reappears.