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MYOB Secure Invoicing Upgrade: update and Summary 11/03

Mike_MYOB's avatar
Mike_MYOB
Community Manager
11 months ago
Hi everyone, Due to a high number of comments (and MYOB replies) about Secure invoicing, I am posting a summary of the change, frequent questions/complaints and the answers from MYOB to make it ea...
Updated 10 months ago
Version 3.0
announcements
AmandaMYOB's avatar
AmandaMYOB
MYOB Moderator
6 months ago

Hey Jamie2​ 

Would recommend checking out this page here. We have outlined what information is required and why depending on your business structure. If you have any further questions about the verification process, please raise a case from your My Account dashboard and the team will be able to assist.

Jamie2's avatar
Jamie2
Member
6 months ago

Hi AmandaMYOB​ 

I see the problem with combining your financial services and email invoicing together.  We are being forced into a financial service from MYOB. I am surprised this is even legal.

Jamie

  • AmandaMYOB's avatar
    AmandaMYOB
    MYOB Moderator
    6 months ago

    Hey Jamie2​ 

    The online payments service is switched on by default after the business verification process is complete. You'll be able to switch it on/off to your preference, instructions are available on this page. 

    • cramptons's avatar
      cramptons
      Trusted Cover User
      6 months ago

      But if we do not intend to use it at all, why do we have to supply all our personal/financial information??

      • NailEquip's avatar
        NailEquip
        Experienced Cover User
        6 months ago

        Hi Cramptons,

         

        Even though this option can be turned off you will need to go into each individual invoice, prior to the date you turn option off, and "edit" each payment option on invoices (open and closed invoices).  It's very time consuming depending on how many invoices you have in your system.