It's quick and easy to send your invoices from Tradify to MYOB. First, ensure that you have integrated your Tradify and MYOB accounts, and your invoice is finalised and ready for Approval. For more information on integrating Tradify with MYOB, please here.
Note: Once an invoice has been sent to MYOB, it will be locked in Tradify for any further edits. If you need to edit the invoice after it's been sent, we recommend making a copy of the original invoice and amending the copy, then delete the original in Tradify and void in MYOB. To copy an invoice, click the Options tab > Copy Invoice.
Sending Invoices to MYOB AccountRight
Open the invoice, and click "Approve and Send to MYOB".
Tradify will notify you once the invoice has been successfully sent. This usually takes a few seconds, but it can take longer if your MYOB company file is large, as Tradify checks your MYOB accounts, tax codes, items and customer details each time an invoice is sent.
Please be patient and wait for the confirmation message. Refreshing the page, closing the invoice or clicking send again may create duplicate invoices in MYOB. If the invoice does not appear under the Sent to MYOB tab, check MYOB before sending it again.
Note: If you receive an error message and you're unsure on how to resolve it, please contact support@tradifyhq.com.
Once the invoice has been sent, it will display under the Sent to MYOB tab in the invoices dashboard.
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