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FFB's avatar
FFB
Cover User
1 day ago

FF Books - verification

Is anyone else having an issue with having to verify their clients' details in order to enable them to use online invoicing?  My clients are mostly small businesses that have their customers pay directly to their bank accounts and don't want to use the MYOB receive payments option, but to continue being able to email their invoices and statements directly from MYOB they have to fill out the verification details.  They purchased their software to complete certain tasks and are now being told they won't be able to.  Any comments?

1 Reply

  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator
    1 day ago

    Hi FFB,

    I can understand why this feels confusing. The main thing to note is that the verification step is for secure invoice sharing, not just for turning on online payments. To keep sending invoices through MYOB using options like email, copy link or SMS, the business needs to complete verification first.
     

    If your clients don’t want to offer online payments, they can still keep using invoicing after they’re verified. Once the verification is complete, they can update their invoice payment settings and turn online payments off if they prefer. Turning online payments on or off
     

    If the business isn’t verified by the required deadline, sharing invoices from within MYOB will be restricted, and they’ll need to download the invoice PDF and send it manually instead. 

    Regards,
    Earl

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