Online invoicing

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

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Online invoicing in Essentials allows you to email online versions of your invoice, as well as track your invoice activity without leaving your software.

How does it work?

Check out this short video for an overview of online invoicing in Essentials.

Using online invoicing

When you email an invoice, your email will display a link to a viewable online version of invoice.

View invoice button highlighted on invoice and sample

The customer can view the invoice, and download a copy as a PDF.

Want to send a PDF attached invoice, too? Turn on the Enable PDF attachments option from the Invoice and quote settings page.

If you’ve set up MYOB PayDirect Online (Australia only), a Pay now button will appear on the online invoice.

Sample invoice with pay now button

The customer can pay the invoice on the spot using the payment methods you’ve activated. When the customer makes their payment, the payment details will automatically be entered into Essentials for you, and the invoice will be closed off.

See the invoice activity

In Essentials, you can check the status of the invoice at the bottom of the invoice's 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.

Sample invoice activity