This is part of our Sales, Invoicing and Getting Paid series (Chapter 2 of the MYOB tutorial hub):

• Lesson 1: Creating and Sending Professional Invoices in MYOB
• Lesson 2: Setting Up Automated Payment Reminders in MYOB
• Lesson 3: Accepting Online Payments and Tap to Pay in MYOB
• Lesson 4: Using Quotes and Recurring Invoices in MYOB

Sending a clean, professional invoice in MYOB takes just a few steps once you know where everything sits.

1. Start a new invoice

From the Sales menu, create a new invoice and select or add the customer you are billing.

2. Add your line items

Enter each item or service, quantity and price, with MYOB calculating GST and totals automatically.

3. Set payment terms and due date

Choose your terms and add any reference the client needs, like a job number or purchase order.

4. Review and send

Send the invoice directly by email from MYOB, with a link for the client to view and pay online if enabled.

MYOB’s official YouTube channel covers invoicing: watch the official MYOB tutorial. Our tradie bookkeeping team can help tighten up your invoicing process.