Forum Discussion

Wendy2018

Trusted User

11 months ago

Secure Invoicing

I have a few concerns about the new Secure Invoicing upgrade we are being basically forced to do.

We don't have online payments from our customers and probably never will. So now instead of emailing our invoices through MTOB we have to print to PDF and then send through Outlook for example. What if we have 50 invoices to send??

So how do we answer the upgrade questions when we don't have customer payments.

Further to this I don't understand why MYOB would need our turnover etc. What has this got to do with Secure Invoicing. MYOB just get around this question by advising of their Privacy Policy.

127 Replies

AmandaMYOB
MYOB Moderator
11 months ago
Hey Wendy2018

Emailing invoices from your MYOB file will only be restricted if you don't complete the business verification process. This page has more information on the documents and information required for the business verification process.

If you have any questions about or need help throughout the verification process, you can reach the team by raising a case from your My Account dashboard, make sure to select 'Financial Services' and the team will be able to reach out and assist accordingly.
- Simona
  Experienced Cover User
  6 months ago
  Amanda, we don't want to complete the verification process! The problem isn't completing the process.
- Simona
  Experienced Cover User
  8 months ago
  Wendy2018, for what they charge for a subscription, the right to email your invoices without disclosing everything about your business should be a given.
  I don’t want to authorise them further to deduct from our acct or have extra later if control. Who does that?
- TFK
  Member
  9 months ago
  Hi
  what if i only print off PDF invoicing as I have always done to deliver in another way,not direct from MYOB, do I still need to upgrade?
  And if not, is the option to upgrade in the future if i decide to email invoices directly from MYOB, an option?