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turn myob subscription invoice into a bill

apeter
Experienced User
14 Posts
Experienced User
Experienced User

14Posts

1Kudos

1Solutions

turn myob subscription invoice into a bill

I am new to MYOB

I get a myob subscription invoice to my inbox (my account). I want some way to automatically turn it into a bill, and appear on my dashboard as a bill to pay.

I also use Xero, and in xero this is done with a single click

1 REPLY 1
ChrisMYOB
MYOB Moderator
1,448 Posts
MYOB Moderator
MYOB Moderator

1,448Posts

97Kudos

159Solutions

Re: turn myob subscription invoice into a bill

Hello @apeter 

 

Welcome to the Community Forum.

 

You would be able to use the In tray feature in your software to automatically change the invoice into a bill. 

Once you have an invoice loaded into your intray, you can select the eclipsis ( the three dots ... ) next to the document that you wish and choose Create Bill this will then read the data from the document and enter it in as a bill. While it does this it will also link the document to that bill.

 

I have linked our Help Article on working with in tray documents which will walk through this as well as how to upload your documents into your intray.

 

If my response has answered your inquiry please click "Accept as Solution" to assist other users to find this information.

 

Kind regards,
Chris

MYOB Community Support

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