To be able to export invoices to MYOB, please follow the setup instructions detailed in our 'Getting Started with MYOB Integration' guide first.
Exporting Invoices to MYOB
Follow these steps to export invoices:
Go to Integrations > MYOB from the sidebar menu.
In the 'Feature Discovery' section, click the blue 'Export Invoices' button.
Select the appropriate details for your export.
Select Client: Here, you can choose to export invoices for a specific client or all clients in your account.
Status: You can choose to export invoices based on their status — Paid, Unpaid/Overdue, Overdue, or all invoices regardless of status.
Client Type: Here, you can choose among your predetermined client types.
Payment Type: Choose the correct payment type (Plan Managed, Self Managed, etc.)
Invoice Date Criteria: Here, you can choose between 'Issued at' or 'Due at'.
Select Date Range: Select the start and end dates for the pay period you want to export.
Once the necessary fields have been filled out, you will receive a summary report of the invoices that will be exported.
You can click the arrow button next to a client's name to view more details about their invoice.
Once ready, click 'Export Invoices'.
You can choose to invoice the billing contact by ticking the checkbox beside this button.
You can also choose your preferred invoice layout to perfectly match your MYOB setup. Use the dropdown menu to select either a Service or Item invoice layout.
A pop-up message will confirm the export process. Click ‘Refresh’ to check on the status of the export.
MYOB Invoice Payment Sync
We’ve introduced MYOB Invoice Payment Sync to keep your records accurate and up to date.
Payments for invoices exported to MYOB through the integration are now synced back into ShiftCare automatically.
The sync runs four times per day: at 5 AM, 11 AM, 5 PM, and 11 PM (AU time).
This ensures invoice payment statuses in ShiftCare reflect the latest information from MYOB, without the need for manual updates.
Troubleshooting Export Errors
If you encounter errors during the export process, please check the following common issues:
If you get the error 'HybridLayoutIsNotSupported: Hybrid Layout Is Not Supported' when trying to export invoices to MYOB, please get in touch with our support team via online chat or support@shiftcare.com.
String Length Exceeded: This error occurs if the Customer or Contact Name is too long. The error message will display the specific character limit.
GL Account Errors: If you are having issues with GL Codes mapping correctly, please ensure that the GL Code you are using in MYOB is an active, postable account, and not a Parent GL Code.
For further assistance with Exporting Invoices to MYOB, please contact our Support team using online chat when you're logged into ShiftCare, or email our Support team at support@shiftcare.com.