Using the MYOB Invoice app

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Creating an invoice

You can view, add and edit invoices in the app. To create an invoice:

1. In the bottom panel, tap Invoices.
2. Tap the + icon in the top right hand corner of the screen.
3. Enter the details of your invoice.
4. 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:

1. On the bottom panel, select Quotes.
2. Tap the + icon in the top right hand corner of the screen.
3. Fill in the details of your quote.
4. 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:

Either way, Time Tracking for AccountRight 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:

1. On the bottom panel, select Contacts.
2. Tap the + icon in the top right hand corner of the screen.
3. Choose whether the contact is a customer or a supplier.
4. In the Designation field, select whether you'd like to create an individual or a company.
5. Fill in all the details of your contact.
6. Tap Save in the top right hand corner.

Now this contact will be saved in your app as well as in AccountRight.