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Creating an invoice in MYOB

Invoice Layouts in MYOB

  1. Professional Invoice
    Use these invoices if your business charges for services by the hour and does not resell items.

    Professional Invoices are the same as Service Invoices except that there is an additional column where the date of each service or charge can be detailed.

    Use Professional invoices if you charge by the hour and need to identify the dates when the work was done.

    To add a line or delete a line on an invoice right click on the line and choose the correct option. You can also insert a header on the invoice this way.

    When using Professional invoices, it's easy to check that you've set up GST correctly for a customer. Zoom in on the arrow to the left of their name and click the Selling Details tab and check that the Tax Code is correct. If you don't always charge GST to customers (e.g. exporter), then be sure to click the box Use Customer's Tax Code

     
  2. Miscellaneous Invoice

    Use Miscellaneous Invoices to write off bad debts, adjusting a small amount from a previous invoice or payment, bill for freight or making a write-down of charges. Miscellaneous invoices are not assigned an invoice number and don't affect the numeric sequence of the rest of the invoices.

    Use Miscellaneous Invoices only when you don't need to print the invoice. This feature works as an alternative to General Journal entries.
Creating a "Professional" invoice in MYOB

  • After you have customised your invoice to include your logo etc. Go to the Sales Command Centre. See Customising invoice.

  • In the Sales Command Centre, click on Enter Sales

  • Check that "INVOICE" is showing in the top left hand corner.

  • Check that the invoice shown is your chosen layout. See layouts. Click on the layout button at bottom to choose your layout.

  • Click on the down arrow on the right of the Customer box to select the customer.

  • Click on the customer and Use Customer

  • If the customer isn't listed click on New and create a new card.

  • The next invoice number and today's date is automatically inserted.

  • Type in the Customer's Order Number, or name of authorised person.

  • Enter the date the work was performed and type in the required details under description.

  • Tab past JOB unless you have Job's set up.

  • Print the invoice and it will automatically be recorded or Click on the Record button and the invoice will be saved in .PDF format for emailing.

     
  • If the ABN doesn't show up on the invoice, go to Setup, Company Information and complete the ABN field. Click OK. If the business is a subsidiary with a branch ABN , complete the Branch ABN field.
indent Emailing an invoice in MYOB
  • Ensure that you have the email address typed on the Customer card.

  • To email a customer invoice, display the sale, then click the Send to button. Choose Email and then Send to attach this invoice to an email that sits in your Outbox until you're ready to log on to the Internet and send it.


  Adobe Acrobat Reader

Invoices emailed from MYOB arrive as an attachment in 'PDF' format. Adobe Acrobat Reader software is required to read this format. This software can be downloaded free from Adobe - www.adobe.com.