---
title: "Invoicing to MYOB"
url: "https://support.jobflow.com/en/article/new-article-33"
language: "en"
last_updated: "2026-08-26T03:03:44.859Z"
---

# Invoicing to MYOB

JobFlow can create a draft invoice in MYOB when the correct billing conditions are met. This ensures your invoicing is accurate, consistent, and aligned with the tasks completed in the field.

  

#### Accessing the Job Page

-   Open the Hamburger Menu (top‑left corner)
-   Select Jobs

![](https://cdn-assets.productfruits.com/9a86ed47-a27f-4ccc-96d1-1430b9ca1475)

-   Or, nativate from the dashboard into Job List

![](https://cdn-assets.productfruits.com/e2b30cd1-9d90-4b19-bccd-76aaa6ab4065)

#### **Finding the Job You Want to Invoice**

To locate the correct job:

![](https://cdn-assets.productfruits.com/5f7b84a1-819a-46b2-b8c8-0d468e609980)

-   Use the search bar at the top of the screen  
    You can search by:
-   -   -   -   -   Job number
                -   Job title
                -   Customer name
-   Check the job’s current status.
-   -   -   -   Make sure the job is in a phase suitable for invoicing:
            -   -   Completed
                -   Review
-   Or scroll down the Jobs page.
-   Click the correct job to open it.

This will take you to the full Job Page where tasks, billing preview, and job phase controls are displayed.

  

#### **Ensure Tasks Are Ready for Billing**

For a task to appear on the MYOB invoice, it must meet two conditions:

-   Billed checkbox ticked
-   Completed checkbox ticked

![](https://cdn-assets.productfruits.com/5c3fbe41-5609-47f7-b34d-003b79e38c51)

Only tasks that meet both conditions will be included in the Billing Preview and sent to MYOB.

  

#### **Review the Billing Preview**

At the bottom of the Job Page, review the Billing Preview to confirm:

-   Quantities
-   Pricing
-   Line items
-   Charge‑out rates
-   Any additional notes

![](https://cdn-assets.productfruits.com/7db6b90c-08d8-4e38-8ba0-59f6e24a3157)

This preview shows exactly what will be sent to MYOB.

  

#### **Move the Job to Invoice**

Once you are satisfied with the Billing Preview:

-   Change the Job Status to Invoice

![](https://cdn-assets.productfruits.com/b71dcf9b-395e-4d26-9fb6-0a45f702a8c6)

-   Click Save

JobFlow will:

-   Save the job
-   Send the invoice data to MYOB
-   Create a draft invoice in the MYOB Sales section

  

#### How JobFlow Populates Your MYOB Invoice

JobFlow automatically fills the MYOB draft invoice using the information from your job:

1.  Linked MYOB Customer: taken from the customer linked in JobFlow
2.  Customer Information: populated from the JobFlow customer record
3.  Date: taken from the job’s completed date
4.  Ship: populated from size/hours on the task, based on the charge‑out rate unit
5.  Item Number: taken from the item code assigned to the task
6.  Description: taken from the charge‑out rate name in the job template
7.  Price: taken from the charge‑out rate
8.  Total: calculated from the task price
9.  Job Number & Invoice Notes: taken directly from the job page

This ensures your MYOB invoice matches the work completed in JobFlow.

![](https://cdn-assets.productfruits.com/51c00ed3-de3c-41ba-ae27-808e1303f247)