Forum Discussion

RO19's avatar
RO19
Member
9 months ago
Solved

Are statements affected by not upgrading to Secure Invoicing?

Hi All,  

 I am reluctant to verify/Upgrade to Secure Invoicing- and may just save invoices as PDF and then email in Outlook.

 I can find no mention of impacts on sending statements- can anyone please advise if  I will still be able to email statements as usual if I don't verify/Upgrade to Secure Invoicing?

  • Hey RO19​ 

    You'll still be able to share statements from your file if you do not complete the business verification process. Only the ability to share invoices from your file will be impacted.

4 Replies

  • Hey RO19​ 

    You'll still be able to share statements from your file if you do not complete the business verification process. Only the ability to share invoices from your file will be impacted.

  • sfi's avatar
    sfi
    Cover User
    1 month ago

    Hi MYOB Team - URGENT RESPONDING PLEASE

     

    Regarding your recent notice on the upcoming changes for Secure Invoicing, we have reviewed the upgrade process and would like to raise our concerns.

     

    During the setup, we were asked to provide highly sensitive and confidential information which we do not consider necessary for our current use of MYOB.

     

    We are paying an annual subscription and only require the existing functionality to issue statements and invoices manually, as we have been doing. Our customers make payments via EFT, and we do not use credit card or online payment features.

     

    Based on this, we do not wish to proceed with the Secure Invoicing upgrade at this stage.

     

    Please confirm that we can continue using MYOB with our current functions without disruption.

     

    Thank you for your understanding.

     

    Kind regards,

    Jessica Kwak

    SFI Global

  • Princess_R's avatar
    Princess_R
    MYOB Moderator
    1 month ago

    Hi sfi,

     

    Totally fair to double-check and ask questions, that’s the smart move! To put your mind at ease, you can keep using MYOB exactly as you are now with your current invoicing and statement features, nothing will change or be disrupted. Not completing the verification process will only stop you from sharing invoices via your file. If you’d like to know more, you can check out this link with answers to common questions about the Secure Invoicing upgrade.

     

    Cheers,

    Princess

     

     

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