Sale Invoices- going "Paperless"

Question

Good Afternoon all,

I am looking for ideas from those of you who no longer print Sale Invoices for taxation records purposes but instead save them 'Digitally", how do you do it in MYOB in terms of format, file type and how often (daily/weekly)?

I am really starting from scratch here and eager to save paper but want to make sure I am meeting all taxation requirements in the process...

Cheers

Hillary

H-TS · Answer

Hi Hillary,

We don't save a copy at all. Our only record is what is in MYOB. We do however keep an offline backup copy of the MYOB file for each financial year. We use the desktop version. I don't know if the browser version also has an option for that.

Isaiah_C · Answer

Hi @HillaryG,

Love that you're jumping on the paperless train. Your trees are already thanking you!

Totally get where you're coming from. Going digital can feel a bit like stepping into a new world, but you're definitely on the right track. In MYOB, many users save their invoices digitally as PDFs directly from the sales screen. It's super handy and keeps everything neat and compliant. You can do this by:

* Opening invoice you want to save,
* Clicking 'Print' (don't worry, no actual printing!), 
* Then choosing 'Save as PDF', you can also save a form as a PDF by clicking Send To then choose Disk. Voila! Digital and tidy!

You can check this link for more info: Creating customer invoices.

A lot of businesses save them either weekly or monthly, depending on how many they issue. Totally up to what works for you and your workflow.

So exciting you're starting fresh. You've got this! And if you ever need a hand or more tips, the Community's got your back.

Regards,

Sai