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https://help.myob.com/wiki/x/QbIHAQ
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MYOB Invoices is a mobile app that lets you invoice on the go. You can manage your accounts and contacts, see who owes you money, and record payments too. And everything you do is immediately synced with your AccountRight company file.
You can send and track invoices from your smartphone with a consistent, more professional appearance. Your customers will receive an HTML email notification (viewable on mobile or desktop) with a link to view the online invoice in a browser. You can view if – and when – customers have opened invoices in real-time. You will have visibility of whether an invoice has been sent, bounced, viewed, downloaded, printed or paid.
If your company file is online, and 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:
To install on an iPad, change the filter in the App Store to display apps for iPhone or all devices.
For more information, see our MYOB Invoices page: Australia | New Zealand , and to learn about the new features we add, see the AccountRight blog.
Log in
The first time you log in to MYOB Invoices, enter your my.MYOB account details. You’ll then need to set a 4-digit security PIN, which will make future log-ins faster and easier.
(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 you can then change the PIN.)
Once you’re in, select the online company file you want to work with, and enter the user account details you usually sign in to AccountRight with. And that’s it—you’re ready to invoice!
Make sure you're using the User ID and Password to access the selected company file and not your my.MYOB details.
Record invoices and payments
It’s easy to create and email invoices for your customers and record any payments they make.
Create an invoice
- Tap Invoices on the dashboard.
- Tap +. The New Invoice screen appears.
- Select the customer and then fill out the invoice details. You can add as many lines as you need.
- Tap Save (
) to record the sale. - Tap Email if you want to also send an invoice to your customer.
The default invoice form will be used in the sale. You can set a default form to use for each customer (which is assigned in the card file). You can only create invoices using the Item or Service layout.
Edit an invoice
Invoices with an "Open" status (unpaid invoices) can be edited. Simply open the invoice and tap the line you want to change, or tap Edit (
). Tap Save () when finished and the changes will also be synced with your AccountRight card file.
Find an invoice
Tap Invoices on the dashboard to see a list of all invoices, or if you want to view invoices for a particular customer, tap Contacts, select the customer and then tap the Invoices tab.
Take a payment
This feature is currently unavailable.
Manage your contacts
MYOB Invoices syncs with your AccountRight card file, so you can view your customer and supplier details, and see what’s owed, whenever you want.
Create a contact
- Tap Contacts on the dashboard.
- Tap either Customers or Suppliers, depending on the type of contact you want to create.
- Tap +.
- Enter the contact’s details and then tap Save (). The contact’s details will automatically sync with your AccountRight card file.
Edit a contact
To edit a contact, display the customer or supplier’s details, and then tap Edit (
). Tap Save () when finished and the changes will also be synced with your AccountRight card file.
Find a contact
Tap Contacts on the dashboard, and then tap Customers or Suppliers to view your contacts by type. You can also search for a contact by typing in the search field.
Navigate to a contact's address
To view a map showing a contact’s address, or to get driving directions from your current location, display the contact’s details and then tap on the address field. Your device’s mapping app will launch so you can easily navigate to the address.
FAQs
Can I select a different invoice form to use in MYOB Invoices?
Yes! You can choose a different form by editing the customer in MYOB Invoices. Display the customer’s details then tap Edit () and choose the sale layout and the form you'd like to use.
When you're done, tap Save (). The contact’s details will automatically sync with your AccountRight card file.
Can I create quotes or orders in MYOB Invoices?
No, you can only create invoices in Invoices.
Orders and quotes created in AccountRight will not be accessible in Invoices.