How To Create An Invoice In MYOB?

by Brandy Barnett MYOB Support NZ

Do you wish to create an invoice to send it to your contacts in your MYOB account? Creating an invoice is simple and easy in this accounting software and you will be able to send, create, edit or delete it according to your need if you go through this blog. Everything is accessible from the Sales menu. MYOB Support recommends that you can learn everything about it, under Invoice & quote settings but move ahead with the expert’s advice before taking any action. Follow these steps now carefully:

Ø Go to Create Invoice on the Invoices page and the Invoice page will appear.

If the monthly limit of 5 invoices is crossed then a prompt will appear for you to upgrade your subscription for creating a new one. Hit the Upgrade now button to reach the Subscription details page & view the upgrade option.

Ø Change the Invoice number. Based on the last number you used this will be generated automatically.

Ø Provide information about the customer:

o Type the customer’s name in the Customer field or select from the list. In the field of address details of the customer will appear. (If you are creating for a new customer then in the Customer field, go to Add Customer and type the details in the Add New Customer window. Click Save)

Ø Check the due date, payment terms, and tax preference:

o In the Date of issue field, check the date.

o In the Due date field, check the date.

o To change the due date, choose the method you wish to use to calculate the due date and if required the number of days also from the end of the month. The default date will be calculated using the preference set by you on the tab of Payment options of invoice and page of quote settings

o Select an option from Account are list if you account for GST:

1. Select Tax inclusive (Australia) GST inclusive (New Zealand) if you wish the prices to include tax or GST.

2. Select Tax exclusive (Australia) GST exclusive (New Zealand) if you wish the prices to exclude tax or GST.

o Sign into Pay Direct Online, to enable online payments and check the Online Payments box.

Ø Provide the item you are selling:

o Provide the number of the item you wish to sell in Item column of the list. Enter the details also.

o For each item to sell repeat from step 7. To add a line item between the already entered lines, move the cursor over the dots to the left of the line and click + sign. Doing this will show a new line.

o If you wish to delete a line from your invoice, select the “x” at the right of the grid then at the bottom the totals are calculated.

o To add a note about the invoice, type it in the Notes to customer box. Receiver will get this note.

Ø Complete the process:

o Review the invoice and check that it is correct.

o Click saves to the invoice without sending it. The status will change to not sent.

o Click Email or Print to send to the customer.

o Click Enter customer payment link to enter a payment and to the confirmation message click yes. Enter the details on the Enter customer payment page.

You have successfully reached your goal but for more help, you can contact our technicians. MYOB Technical Support 048879113 is just a call away to reach to all the necessary information regarding MYOB account which may enhance your skill to access it more accurately. Call our agents, talk to them and learn all MYOB’s salient features, so, that the software can help you out in any state.

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