Invoices from MYOB

The following guide provides details of the MYOB Advanced - Salesforce Invoice integration and where you can find Invoices in Salesforce.

1. Integration Details

Once an Order has been integrated from Salesforce to MYOB Advanced, an invoice can be generated and sent to the customer. See the guide on how to send an Order to MYOB from Salesforce - Integrating Orders to MYOB

After an Invoice has been generated, this information will be integrated back to Salesforce against the original Order. 

The integration of Invoices to Salesforce occurs on a half hourly batch (starting on the hour). Any Invoices issued in MYOB during a half hour period (which originated from a Salesforce Order) will be sent back to Salesforce.

2. Reviewing an Order/Invoice in Salesforce

Let's use a prepaid public Order as an example (the concept is the same for on-account orders). In the following screen shot you can see the following - 

  1. The MYOB Order number
  2. The MYOB Invoice number
  3. A summary of the Invoice details - MYOB Order Value Ex GST and MYOB Order Value Incl GST
  4. A link to the Invoice record integrated from MYOB Advanced

3. The Invoice Record

The Invoice record integrated from MYOB contains header level details. Including the Invoice date, Number, Invoiced Amount and Outstanding Amount.