Guide to Sending Overdue Invoices in MYOB: A Comprehensive Manual

Managing your business's invoicing process is crucial for ensuring timely payments and maintaining healthy cash flow. This guide will walk you through the process of sending an overdue invoice in MYOB, from locating the invoice to finalizing the email. Additionally, we will explore alternative methods for sending statements and invoices.

Steps to Send an Overdue Invoice in MYOB

1. Log In to MYOB

To begin the process of sending an overdue invoice, start by logging into your MYOB account and navigating to the appropriate company file. Remember to have your MYOB credentials ready and ensure that your internet connection is stable.

2. Access Invoices

navigating to the Sales menu and selecting Invoices or Sales Register depending on your version of MYOB. If you cannot find the Invoices option, refer to your software’s user guide for additional guidance.

3. Locate the Overdue Invoice

Utilize the search function or filters to locate the overdue invoice. Filter options such as date, customer, or status can help you find the invoice quickly. For instance, you can narrow down your search by selecting invoices with a status of overdue.

4. Open and Review the Invoice

Click on the overdue invoice to open it and review the details. Ensure that it is the correct invoice before proceeding.

5. Send the Invoice via Email

Locate the email option. This is usually found in the toolbar above the invoice or under the File menu. Select the option labeled Email Invoice or a similar label. Fill in the recipient's email address if it is not already populated.

6. Add a Custom Message (Optional)

Customize the email content by adding a message to remind the client that the invoice is overdue. This step is optional but can significantly improve your chances of receiving payment.

7. Send the Invoice

Click on the Send button to email the invoice directly to your client. This method is convenient and allows for quick communication.

8. Follow Up

If you do not receive a response within a few days, consider following up with a phone call or another email. Persistent follow-up can help resolve any issues and prompt payment.

Tips for Sending Overdue Invoices

Ensure correct email settings: Check your email settings in MYOB to make sure there are no issues with delivery. Incorrect configurations can lead to failed emails.

Print and Mail Invoices: If you prefer traditional mail, you can also print the invoice and send it directly to your client. This method is useful when dealing with clients who do not respond to digital communication.

Check Support Resources: If you encounter specific issues or error messages, refer to MYOB’s help documentation or contact their support team for assistance.

Alternative Methods for Sending Statements and Invoices

MYOB provides flexible options for generating and sending statements and invoices.

Option 1: Send Customer Statements

Most businesses send monthly statements to customers with outstanding balances. You can print these statements and send them via post or email. In MYOB, to print a customer statement:

Go to the Sales command centre. Click on Print.

This feature simplifies the process of generating and distributing statements.

Option 2: Sending M-Powered Invoices

M-Powered invoices can be sent to your customers by mail, email, or fax. For instructions on printing invoices:

Go to the Sales command centre. Select the option to print the invoice.

For instructions on emailing and faxing, refer to your user guide or online help. These methods offer additional flexibility in managing your invoicing process.

In conclusion, knowing how to handle overdue invoices and statements in MYOB is essential for maintaining good financial practices. By following the steps outlined in this guide and exploring alternative methods, you can ensure that your invoices are processed efficiently and payments are received in a timely manner.