Head over to MYOB in a web browser to set up your email defaults. Sign in and go to the settings (⚙️) menu > Sales setting > Email defaults tab.

While you're in the Sales settings, check your payment options on the Payments tab so customers know how they can pay you.

More about sales setting in MYOB

Templates control how your invoices and quotes look, and you can have as many templates as you need.

Set them up and make any changes using MYOB in a web browser. Here's the details

Once a template is set up, it'll be selectable in the app when you email or share an invoice or quote.

You can change the payment terms for this invoice here in the app. But if you want to change the payment terms permanently, you'll need to do it in your MYOB in a web browser.

Choose a customer for the invoice or set them up if they're a new customer. If you don't need to know the customers details, like a quick cash sale, consider setting up a customer called 'Cash Sales' and choose that for the sale.

To sell an item for a discounted price, apply the discount when you add the line item to the invoice.

Once an invoice or quote is saved, you can't change the customer. Instead, create a new invoice or quote.

If you're seeing this message but you can't figure out why, it might be because your business name contains special characters (like &, %, $, #, @, commas, emojis, or other symbols).

We're working on a fix for this, but until then you can either:

• share the invoice via your phone's email app – just view the invoice, tap Share and choose your email app from the options, or

• remove the special characters from your business name (sign into MYOB in a web browser > go to settings ⚙️ > Business settings > Business details tab).

Some iPhones running iOS 15 or later have a known Apple issue that can block PDF attachments from sending through the Messages app when sending to another mobile device.

If you're impacted by this:

• try emailing the invoice directly from MYOB Assist instead of sharing it via Messages, or

• use a chat app, like WhatsApp or Messenger, etc. that supports PDFs.

Templates control how your invoices and quotes look, and you can have as many templates as you need.

Set them up and make any changes using MYOB in a web browser. Here's the details

Once a template is set up, it'll be selectable in the app when you email or share an invoice or quote.

If a customer's email address has changed, update it by tapping More > Customers, then tap to open and edit the customer's record.

You can update the subject or message whenever you email an invoice. But if you want to change the default message, sign into MYOB in a web browser > go to settings ⚙️ > Sales settings > Email defaults. This is also where you can change the From name and Reply to email address for your emails.

More about setting email defaults in MYOB

Tap the type of invoice you're looking for, like Open or Overdue, to narrow down your search, or choose a sorting option.

You can also find an invoice in your invoice list by entering the customer's name, invoice number or amount into the Search field.

Check the PDF preview to make sure the invoice has all the right customer, item and pricing details. If you need to change your business details or logo, update the invoice template in MYOB in a web browser. Here's the details.

If you want to apply a credit to an unpaid invoice or give a refund, you'll need to do it via MYOB in a web browser. Here's the details.

Send a reminder email to a customer about their overdue invoice. Just tap the 3 dots (...) next to the overdue invoice and choose Send reminder. If you like, you can edit the email message, then send it.

You can automate reminder emails to send at a set frequency. Set up your reminders and customise the reminder emails by using MYOB in a web browser. Here's all the details.

Payments are shown as Activity at the bottom of an invoice. View the invoice in MYOB in a web browser to see more activity, like when the invoice was emailed and if the customer has viewed it. Here's the details