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https://help.myob.com/wiki/x/MgX0Ag
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Working outside of the office shouldn’t affect your processes. With the MYOB Invoice app, you can record time billing activity slips and create quotes, invoices, customers and suppliers on your mobile device. The best part? It's all linked to your MYOB file, so your business info is always up to date and easily accessible.
Take a look at what you can do with the app:
If you have a compatible Android or iOs device, all you need to do is download the MYOB Invoice app and you're ready to go:
The first time you log in to MYOB Invoice, enter your 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 logged in, and have selected the online company file you want to work with, 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 change the PIN.)
You can view, edit and create invoices on the go by selecting Invoices from the Dashboard .
Once you've selected Invoices, you can keep track of which invoices have been issued, which have been paid, and which are yet to be paid.
Once you're on the Invoices screen, you can:
Create an invoice
- Tap the + icon in the top right hand corner of the Invoices screen.
- Choose the customer you'd like to invoice.
- The first time you create an invoice, you'll be asked whether your invoices include or exclude tax. Choose your preference. This can be changed at a later date in the settings.
- Enter the details of your invoice.
If needed, choose a different layout.
Select the payment terms, from Payment is due.
If you choose this month or next month, select the date in Payment due date.
If you choose a number of days after this month or a number of days after the issue date, enter the number of days in Payment due days.
- Tap Save to record the sale.
Your invoice will be saved in the MYOB Invoice app as well as your MYOB file.
Invoice actions
If you need to view, email, print or take payment for an invoice:
- Open the invoices screen and tap on an invoice from the Issued, Due, or Paid tabs.
- Tap Activity history. A browser window will open, displaying all changes to the invoice.
- Use the purple bar at the bottom of the screen for other options:
- Preview as PDF – Tap More at the bottom of the screen and then choose Preview. A PDF version of the invoice will appear. You can choose a different Form template if you need. Tap the share icon in the top right- hand corner to send the PDF to any of the other apps on your phone.
- Email – Tap Email. an email with the invoice attached will appear. Change the Form template if you need to, and check the email in the To field. Tap Send to send a copy to your customer.
- Take Payment – Tap Payment enter the details of the payment received for this invoice, including the bank account to deposit the payment to. Tap Save to confirm payment.
Fully paid invoices will appear under the Paid tab. For details of invoice payments, open the invoice in MYOB.
The changes you make will be saved in the MYOB Invoice app and your MYOB file.
Quotes
Create a quote
When you create a quote from the app, it'll also appear in your MYOB file. Here's how:
- On the second panel, select Quotes.
- Tap the + icon in the top right hand corner of the screen.
- Select the customer you'd like to send a quote to.
- Fill in the details of your quote.
- Tap Save in the top right hand corner.
Now this quote will be saved in your MYOB Invoice app as well as your MYOB file.
Quote actions
Tap More on the bottom of the screen to see your quote options. If you want to view the quote PDF before emailing it to the customer, tap Preview. When the customer wants to go proceed with the sale, tap Convert to Invoice.
- On the second panel, select Quotes.
- Tap a quote to open it.
- Tap More at the bottom of the screen. If you choose:
- Preview – a PDF version of the quote will appear.
Convert to invoice – this changes the quote into an invoice containing information from the quote, like the description of the sale and the balance due. If you want, you can make changes to the invoice before saving it, like adding a Comment.
The original quote will still appear in the Quotes page of the MYOB Invoice app. But you can delete the quote in MYOB if you like.
- To email a quote, tap Email, choose a form template, enter an email send-to address (if the customer's default email address hasn't been entered) and tap Send. The quote will be emailed as a PDF attachment to the customer.
Adding a customer or supplier
When you add a customer or supplier from the app, it'll also appear in your MYOB 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 the MYOB Invoice app as well as in your MYOB file.
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