Online invoicing

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

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?

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.

Here are the details:

To send online invoices

Email your invoice to your customer. Your email includes a link to a viewable online version of your invoice which your customer can view online or download as a PDF.

Want to also send a PDF attached invoice? Turn on the Enable PDF attachments option from the Set up your payment details page.
If you’ve set up online payments (Australia only), a Pay now button will appear on the online invoice. Your 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.

To see invoice activity

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.

To show customers what they owe you

When a customer views an online invoice, clicking View unpaid invoices will list their unpaid invoices. They can easily see the total amount due, view details of each invoice, or pay an invoice on the spot.