Get going with MYOB Business Essentials
If you’re an MYOB Business Essentials or an AccountRight user, you can set up your business to use eInvoicing.
On this page
This information is specific to MYOB Business Edition and AccountRight users. If you are an AccountRight desktop user, you need to have an online company file to be able to use eInvoicing.
In addition to the guidance on this page, you can also download a copy of this guidance.
Step 1: Get registered
Registering connects you to the Peppol eInvoicing network, and lets you receive eInvoices. To register, you’ll need your business’s New Zealand Business Number (NZBN), your business name and basic address details.
In MYOB:
Settings > Sales settings > eInvoicing > Get started
- Enter your business details, including NZBN (a mandatory field).
- Agree to the terms and conditions by checking the relevant box.
> Register for eInvoicing
- Once you’ve completed your registration, you’ll see this indicated in your MYOB sales settings under the ‘eInvoicing’ tab.
Step 2: Get ready to send
Before you start eInvoicing, your customer records need to include the New Zealand Business Number (NZBN) of the businesses you’ll be billing.
Updating these details takes a little bit of setup now, for easier, safer invoicing ‘ever after’. It should only take a minute or two per customer, and there’s no need to update all your customer records at once – you can work through them one by one as it suits you.
If you don’t have their NZBN, you can ask the customer, search on the NZBN directory, or use the free Business Match service on the NZBN website. If an organisation uses more than one NZBN across its business, select the one most relevant to you.
NZBN Business-Match(external link) — New Zealand Business Number
In MYOB:
Contacts > All contacts > Contact Type > Customer
- Click the customer name to open their record, make your changes, and click ‘Save’.
- You’ll also need to make sure your NZBN is in your organisation details, and your GST number if you are registered for GST.
My Account > Account Details > Manage Account > My Account > Edit
Notify your customers
Don’t forget to notify your customers about your eInvoicing setup! The more customers you send to and receive from, the more benefit you’ll get – such as smoother processing, less errors and delays that allow for faster payment, and improved e-security. Encourage your buyers to eInvoice you and give them the details they need.
You can email your customers, but also update your email signatures, cost estimates, or other assets your customers frequently see. You can find some sample images and messaging in our guidance for small and medium businesses.
Advice for small and medium businesses
Step 3: Receiving and sending
Once you’re registered for eInvoicing, you’re all ready to receive and send.
When you receive an eInvoice from a supplier, it will appear in UPLOADS in MYOB Business (or when you access an AccountRight company file in a web browser). From there, you can decide whether to create a bill from the eInvoice, download it, or reject it.
When you create a bill from an eInvoice, UPLOADS reads the information directly from the eInvoice data to auto-populate the bill – so you don’t need any supporting attachments. If there are attachments received with the eInvoice, these will be saved with the Bill.
To send an eInvoice, just create an invoice as normal. Your customer must have a valid NZBN and you will need to complete the invoice Description to be able to send as an eInvoice.
If your customer requires a purchase order, contract number, project number or tender number as part of an invoice, you can use the CUSTOMER PO NUMBER field to enter it. When entering these numbers, use the relevant prefix:
- PO: Purchase order
- CN: Contract Reference Number
- PN: Project Reference Number
- TN: Tender Reference Number
- BR: Buyer Reference Number.
In MYOB:
Sales > Invoices > Create invoice
- Enter the relevant invoice details, as normal.
- Attach any supporting documents by dragging them onto the ‘Send eInvoice’ screen or clicking ‘Browse for files’ to select them.
- When your eInvoice is complete, and you’ve checked the details, select Share > Send eInvoice.
- Review the confirmation details, then click the ‘Send eInvoice’ button.
- The status of eInvoices that you send will be shown on the Invoices page in MYOB.