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https://help.myob.com/wiki/x/EQnWAg
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Intro
Include in intro: You need to have an existing online file with AccountRight.
Download
If 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:
The first time you log in to MYOB Invoices, enter your my.MYOB account details. You’ll need to set a 4-digit security PIN, which will make future log-ins faster and easier.
Once you're signed in to your business, you're ready to manage your invoices, quotes, and contacts.
(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.)
Creating an invoice
You can view, add and edit invoices in the app. To create an invoice:
- In the bottom panel, tap Invoices.
- Tap the + icon in the top right hand corner of the screen.
- Enter the details of your invoice.
- Tap Save.
Your invoice will be saved in the app as well as AccountRight.
You can also check the details of an invoice, take payments and email invoices by tapping into the invoice of your choice.
Creating a quote
When you create a quote from the app, it'll also appear in your AccountRight file. Here's how:
- On the bottom panel, select Quotes.
- Tap the + icon in the top right hand corner of the screen.
- Fill in the details of your quote.
- Tap Save in the top right hand corner.
Now this quote will be saved in your app as well as in AccountRight.
You can use the app to log your activity slips in two ways:
1. Use the timer to record your activity as you're working
- On the bottom panel, tap Activities.
- Select the employee who’ll create the activity slip.
- When you’re ready to time the activity, tap Start and then start the timer.
- Stop the timer when the activity’s finished.
- Tap Create activity slip. The Create activity slip page appears, displaying the recorded time from the timer.
- Complete the rest of the activity slip, such as selecting the customer, job and start and end times.
- Tap Save. This activity slip will now be sent to AccountRight.
2. Manually enter the amount of time you've worked on an activity
- Tap Create activity slip.
- Complete the activity slip, such as selecting the customer, job and start and end times.
- Tap Save. This activity slip will now be sent to AccountRight.
Whichever method you use, MYOB Invoice will send your activity slip to your AccountRight file.
You can also see activity slips created or modified within the last 7 days in the Latest activities page.
Plus you can log non-chargeable activities (like internal admin work) and you can change your units of measure too. If you’ve got multiple businesses in AccountRight, switch between them by logging out of your current account and logging into another one.
Adding a customer or supplier
When you add a customer or supplier from the app, it'll also appear in your AccountRight file. Here's how:
- On the bottom panel, select Contacts.
- Tap the + icon in the top right hand corner of the screen.
- Choose whether the contact is a customer or a supplier.
- In the Designation field, select whether you'd like to create an individual or a company.
- Fill in all the details of your contact.
- Tap Save in the top right hand corner.
Now this contact will be saved in your app as well as in AccountRight.
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