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.

Ridiculous what MYOB is doing. They are damaging their relationship with a lot of customers and I have many clients that are looking to leave MYOB now and move to their competitor Xero. They need to make this optional very quickly or lose a LOT of business and that includes our own Accounting firm! This is a poor business decision by MYOB to say the very least. Fix this quick!

Agree Wendy, Yes, you get the standard response from MYOB about privacy.. Giving that information seems to go against privacy, they aren't a bank, they are a software company, and in the process take away the right to email invoices when we are already paying for that as part of the service they provide. Not only is the process to validate to send invoices via MYOB over the top, have you seen what the customers get from you if you do the secure invoicing. One of our trades has validated, and when you open the email, you are presented with 2 green options to "PAY SECURELY" and small print to "view your unpaid invoices", to view and save or print the invoice you click on "view your unpaid invoices" and wait while authenticating your session scrolls around (image doing this every time for 10 invoices or more), then a list of unpaid invoices appears, hope you have taken note of the one you want to print off.. But wait, don't click on the little box on the side next to said invoice, the PAY INVOICE green button shows up again.. no, click on the invoice number and it authenticates again and then click on "View full invoice" to download, print and another option I can't remember, and at that point finally you can print save etc the invoice.... Can only imagine the annoyed customers opening up a lot of invoices sent to them in individual emails... MYOB has made it harder so maybe the Print to PDF from us is easier than this option anyway.. Absolutely crazy changes from MYOB.. no wonder people are leaving a system that worked and wasn't broken.

We also are getting organised to change to Zero... We have been using MYOB for 30 years, but this requirement is beyond ridiculous, and even if you give them all this private information, your invoices will still go out with the green 'pay here' etc.

Perhaps Amanda someone might be able to explain why we need to submit turnover? We pay for a service if we have 1 invoice or 1000 per month it is irrelevant.

So I am still on the phone waiting to get through to speak to someone about this - have just been put through to yet another 'specialist' team and now my position in the Queue is '9' with "waits longer than normal". This is excruciating trying to get help! Whilst I have been on this rather looooong phone call I have been emailing our accountant and the decision has been made to move to Xero - this is the final straw!

Secure Invoicing | MYOB Community

105 Replies

WTF12
Experienced User
13 days ago
Every time I go to Sales Register MYOB have their little banner saying "You no longer have access to share your invoice update now. How long IS MYOB going to leave it on till the end of time?
Just take it off..............................................
- LisaL2
  Experienced User
  9 days ago
  Email MYOB and ask them to exempt you from online invoicing - refer to a msg above from Haire as to suitable wording (feedback@myob.com). When I dealt with the Customer Resolutions Specialist, she was very understanding. I explained that our business does not need online payments - we issue a small number of large value invoices each month & no business credit card would have a big enough limit to pay some of our invoices. It sounds like that team are also very frustrated with the decision that has been made as it's making more work for them, so you just need to get past the muppets who monitor this forum who can only read from the company play-book. If you don't hear back from them in a reasonable timeframe, contact Australian Financial Complaints Authority, and guaranteed you'll hear from MYOB within 24 hours.
WTF12
Experienced User
1 month ago
What right does MYOB have. It is all their profit!
MYOBcritic
Experienced User
1 month ago
I would like to mention for users who want to use their datafile off-line, a potential bug that may be a stumbling block if you are not careful.

I found that if I did not disable the emailing from within MYOB preferences prior to creating a local backup that is intended to be used as the active data file in an off-line manner, that it could not be turned off once in use because the software thinks it is a feature that is only available to on-line users, and so stops users toggling it on or off.

The result is that if you forget, and you no longer have access to your on-line file to create a new backup with the option disabled, that there will be no way to turn it off and therefore you wont be able to revert to MS Office as the email delivery method.

Also, discovered that if you have the NEW OUTLOOK installed as well as Classic, that it wont work. I had to uninstall the "New Outlook" (which appears in the APPS list as simply OUTLOOK) and manually set the Classic version as the default.

I am also trying to locate the MSI installer version of the Server Edition.
According to searches, it provides a manual approach to updates which may be important in a Server/Client environment.

I am hopeful that someone can point me to the MSI Server Version (preferably 2025.11).

Regards
- Isaiah_C
  MYOB Moderator
  1 month ago
  Hi MYOBcritic,
  
  Thanks heaps for taking the time to share all of that. You've clearly done some solid digging and it's great info for anyone working offline. Just to clear up the MSI bit: at the moment we don't have an MSI installer for the AccountRight Server Edition. All current versions are deployed using our standard installer, so there isn't a separate MSI server version available (including 2025.11). I know that's probably not the answer you were hoping for, especially in a server setup, but we do have a handy support article that explains the available install options and how updates work in these environments. You can check it out here: AccountRight MSI installation instructions.
  
  Regards,
  
  Sai
MYOBcritic
Experienced User
1 month ago
Anyone in the process of taking their company file off-line to resolve this emailing issue...

Be aware that you must turn off the option for AccountRight to handle emails prior to making your final offline backup file for use on your local HDD.
If you don't, you will find that even though you are using your file off-line, the option to turn off MYOB handling emails wont switch off and claims that turning it off is only an option to users with company files that are on-line. Ironic, don't you think?
This is what I would call a bug, because taking your file off-line means you can't use MYOB to send emails, yet turning the option off is exactly what taking your company file off-line should do.
Seems MYOB forgot to fix this little problem in their haste.

Also I am unable to locate MSI versions of the SERVER install.
MSI versions of the MYOB software do not automatically get updates.
However only the Client version of the software seems to have an MSI installer.
Which means, your SERVER version may update to newer versions, but your CLIENT versions do not.
This is a dangerous position to be in as it may mean you loose access to your file on your CLIENT PCs.
And because taking your file off-line means you can run without a subscription, you may find that your data file lags behind the server version, and ultimately becomes un-openable on the server also.
SO, MYOB needs to release the MSI version of the SERVER Install or the promise that they made to continue to use the software off-line (if you have a perpetual license) may be false.

Seeking MSI Server version of 2025.11.
Or a way to ensure the SERVER version does not auto-update.

Please could the moderators who work at MYOB provide a solution.
Regards
ToniS1
Member
2 months ago
I also refuse to have online payments. Click share,click email invoice, go to save, mine is automated to..attach invoice PDF and tick ....email me a copy.....Invoice is then emailed to myself and customer. As it is easier to email customer with original invoice, showing date of email, in case of late payment. I hope this makes sense
- UEA
  Experienced Cover User
  2 months ago
  makes perfect sense to me and every other user out there......myob just don't care
Sue58
Contributing User
2 months ago
Don't forget the MYOB charge to use their Secure Invoicing - a per-transaction fee of 1.8% + $0.25 for each online payment processed.
- Haire
  Experienced Cover User
  1 month ago
  I emailed feedback@myob.com and received an exemption overnight.
  Very easy, just email MYOB the following, it worked for us. Don't forget to add your MYOB ID or
  Serial Number
  
  "We are writing to request that MYOB exempt us from the recently introduced "secure invoicing" feature.
  
  We believe the information you are requesting will be in breach of your obligations as a financial services provider to retain the minimum personal and business data necessary regarding our company
  
  We are paying for a subscription that was intended to allow us to invoice our customers directly, and we are no longer able to do this. We must send our invoices for manual processing.
  
  If you are unable to exempt us, we will be lodging a case with AFCA
  
  Looking forward to your favourable decision"
  - Kat_Beeton
    Experienced Cover User
    13 days ago
    Hi Haire,
    Thanks for that info. I think I'll be e-mailing them also.
    Just checking. They exempted you from the verification process several weeks ago and you're still able to e-mail invoices directly from MYOB to customers??
UEA
Experienced Cover User
2 months ago
Why do you want to know how many employees we have and what our turnover is? Is this any of your business?
"the why behind this change has been discussed extensively" ...extensive discussions without answering the communitys concerns.
- Mike_MYOB
  Community Manager
  2 months ago
  Hi UEA , here is a recent explanation:
  Secure Invoicing | MYOB Community
b_schmaal
Experienced User
3 months ago
I am just sharing my experience and offering no advice, however my opinion is that MYOB are placing themselves in a very risky predicament regarding litigation if (read when) they have a data breach and have collected unnecessary information on businesses contrary to Australian law. I cannot believe they haven't learnt from the Optus saga and others. AFCA are very helpful and their cases are an easy to navigate process. If you believe any financial services provider is not acting lawfully or reasonably, I would suggest talking to them.
- Mike_MYOB
  Community Manager
  3 months ago
  Hi b_schmaal and all
  The business verification process is a one time step. The documents are not stored or 'mined'
  We verify, then move on, think of it like showing ID to purchase a bottle of wine. The bottle store isnt keeping your ID, they verify it and then it's done.
  - UEA
    Experienced Cover User
    1 month ago
    How would you know if the bottle shop is not storing your ID?......very easy to do.
cramptons
Trusted Cover User
3 months ago
It seems that we have no choice but to also lodge a case with AFCA, to gain a full exemption from the secure invoicing requirement, as others have done. Ridiculous that we have to go to these lengths to send emails from our accounting programme!!!!
- LisaL2
  Experienced User
  1 month ago
  How do you lodge a case with AFCA to get an exemption from this stupid system??
  - DR321
    Experienced User
    1 month ago
    Hi LisaL2, If are unhappy and want to complain to the Australian Financial Complaints Authority, you would first need to show that you have complained directly to the financial institution, if you have used the financial institution's complaints process and not received satisfaction, the next step is to go to the AFCA website, start a new complaint, choose the financial institution you wish to complain about and write a description of your complaint. The AFCA will then refer the complaint to the financial institution who will then contact you with their decision/remedy. Once you are satisfied with the outcome, the complaint will be closed.
Nomesb
Experienced User
3 months ago
So what happens if we refuse to verify. We don't use these features and will not be handing over our Company's bank details or turnover. This way we are protecting our privacy from a software company who should be minding their own business. Surely if we use the software they can see the turnover or is this an Agenda being pushed in the name of Safety?
- AmandaMYOB
  MYOB Moderator
  3 months ago
  Hey Nomesb
  
  We've summarised the changes taking place on another post, check it out here for more information on the business verification process and our privacy policy. Feel free to reach out if you have any more questions.
  - Simona
    Experienced Cover User
    3 months ago
    Amanda, no one wants to give MYOB access to their private business information regardless how many posts you create. You shouldn't be asking for business turnover - it is none of MYOB's business. If your customers are paying the heavy subscription, you can't decide to cut off parts of the service like emailing invoices etc. Which brain came up with that move? And once I've complained, I get a phone call from MYOB trying to sell me a more expensive version of the software - coincidence? I don't think so. Return the full use of your software to your subscribers or you will see a lot of them just go somewhere else. In the meantime, I am just pdf-ing invoices and looking for ways to move to other software.
    I wonder if anyone has approached Dept of Consumer Affairs with this nonsense and ask them what our Consumer rights are in terms of subscriptions and services being cut off.