Forum Discussion

chelle27's avatar
30 days ago

Share Invoice

How do I share invoices without signing up to the secure invoicing & paying the 1.8% fee.  All i want to do is email the invoice straight from MYOB not download and send in separate email

 

5 Replies

  • Kegs22's avatar
    Kegs22
    Experienced Cover User
    3 days ago

    Yes would love to know also, did you get an answer?

  • Princess_R's avatar
    Princess_R
    MYOB Moderator
    3 days ago

    Hi Kegs22 and chelle27,

     

    You won't be able to send invoices directly from MYOB using the built-in emailing feature unless you upgrade to secure invoicing. The secure invoicing helps verify your business to prevent fraud and adds extra security. Once your done with the verification process, you can toggle off the OIP options to continue emailing invoices directly. 

     

    Cheers,

    Princess

  • Kegs22's avatar
    Kegs22
    Experienced Cover User
    3 days ago

    They need to add more ID options for Chair and Directors who don't have a driver's license or passport. Many community board members don't have this type of ID, it wont allow any other form of photo ID?

  • Princess_R's avatar
    Princess_R
    MYOB Moderator
    3 days ago

    Hi Kegs22,

     

    Thank you for your suggestion! For further questions about the verification process, please contact our Financial Services team. You can find their contact info at the bottom of this link. Alternatively, you can submit a case through our platform and be sure to select "Financial Services" in the category. 

     

    Cheers,

    Princess

  • Kegs22's avatar
    Kegs22
    Experienced Cover User
    2 days ago

    Thank you I have lodged a case as this is not going to work for a lot of clients if more ID options are not available.