Approve, send and void invoices

For firms that bill in BMS

This applies when your firm raises its invoices in BMS. A firm whose money lives in MYOB AE raises its bills in MYOB AE; see How billing works when MYOB AE holds the money.

Billing > Invoices lists invoices by status: Draft, Approved, Awaiting Payment, Paid, Exported and Voided.

Billing > Invoices.

Check a draft

Open an invoice. It has four tabs:

• Data: the work and time on it. Change an amount, write on or off, Carry time to a later bill or Move Time, and turn on Final Bill for Work.
• Presentation: how the client sees it: grouping, columns and the note.
• Payments: payments and credits applied.
• Activity & Comments: its history.

A draft invoice.

Approve and send

Press Approve, or Approve and View Next from the arrow beside it to work through a list. Then use the … menu to Send it by email, Mark as Sent if you sent it another way, or Download the PDF.

An invoice counts as sent once its email is delivered. Resend sends it again.

Void an invoice

From the … menu, choose Void. A voided invoice stays on the Voided tab for the record.