How to send an invoice in MYOB

Until you've set up a From name and a Reply-to email address, MYOB asks for them when you email an invoice. You can enter them in the Email settings popup at that point, or set them ahead of time in Sales settings. Check the customer has an email address in their contact record too, since MYOB fills the Send To field from it.

Sending a link by SMS needs online payments set up. And if you're sending again because a customer says the invoice never arrived, MYOB suggests confirming you have the right email address and asking them to look in their junk folder first.

1. Create the invoice, or open an existing one from the Sales menu by choosing Invoices and clicking it.
2. Open the Share menu and click Email invoice.
3. If the Email settings popup appears, enter a From name and a Reply-to email address and click Save.
4. Check the address in the Send To field. Use the Email or CC options to add more recipients, and tick Email me a copy if you want one yourself.
5. Change the Subject and message if you need to. Manage default settings changes the wording for future emails.
6. Select Attach invoice PDF, and drag in or browse for any extra files you want to include, up to 25MB in total.
7. Choose the PDF template the customer will see if they print or download the invoice, and click Preview to check it.
8. To text the customer a link as well, select Send SMS and choose or enter a mobile number.
9. Click Send.

The Share menu has other options. Copy link gives you the online invoice link to paste into your own email program, a messaging app or a direct message. Print PDF and Download PDF produce a PDF from the template you choose. SMS invoice sends the link by text without an email. To email several invoices at once, go to the Invoices page, tick the invoices and click the Email button.

Open the invoice again and its Activity history, at the bottom, shows it as Emailed, and later shows when the customer viewed it. The customer's email has a View invoice button that opens the online invoice, where they can download or print it. If you use online invoice payments, the online invoice also has a Pay now button.

Because the online invoice is live, a change you make after sending shows up for the customer the next time they open the link, which a PDF can't do. If you print or export the invoice with online payments set up, MYOB adds a QR code that opens the same online invoice on the customer's phone.

A mobile number you type in for an SMS isn't saved to the customer. Update their contact record if you want to keep it.

When emailing several invoices, the Email button only appears once at least one invoice is ticked. MYOB checks each customer has an email address and flags any that don't with a warning icon: click the customer's name, add the address in the Email field, save, refresh the Invoices page and try again. The SMS wording is fixed, and SMS goes one invoice at a time. In AccountRight used in a browser, the QR code only appears on the Standard invoice template, and Print PDF for several invoices isn't available.

If you use AccountRight on the desktop, click Send To and choose Email when recording the sale, or send recorded sales in a batch from Print/Email Invoices in the Sales command centre. To resend, open the To Be Emailed tab, click Advanced Filters and clear Unprinted or Unsent Sales Only so sent invoices are listed again. SMS only works when you email through AccountRight's own email service, not Microsoft Outlook.