Online invoicing

https://help.myob.com/wiki/x/-gPWAg

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Online invoicing is a fast and convenient way to email invoices to your customers. No more envelopes, stamps or mailing labels (unless you're really into that). It also lets you track your invoice activity without leaving your software.

When a customer views an online invoice, they can also see a list of all their unpaid invoices.

How to use it

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 attach a PDF invoice? Turn on the Enable PDF attachments option from the Payments options page. <function not yet available>
If you’ve set up online payments (Australia only), a Pay now button will appear on the online invoice. <can't test as yet> 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 <product name?> for you, and the invoice will be closed off.

To see invoice activity <function not available yet>

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.

How customers can see what they owe you <can't test this yet>

When a customer receives an invoice from you, they can see a list of unpaid invoices that have been emailed to them. All they need to do is click on View unpaid invoices emailed to you to see their list.

Each customer will only have access to the unpaid invoices they have been previously emailed. That means the list they receive might not reflect all of their unpaid invoices.

Payments made through the MYOB Invoices app won't update in the invoice list (we’re working on fixing this). Also, invoices sent from a third party apps won’t appear on your customer’s invoice list.

Related topics

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How to use it

To send online invoices

To see invoice activity <function not available yet>

How customers can see what they owe you <can't test this yet>

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