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Using Ignition to create and reconcile invoices in MYOB
Using Ignition to create and reconcile invoices in MYOB

Ignition does not have a native connection with MYOB, but you can use Ignition data to create and reconcile invoices within MYOB manually.

Frank Brincat avatar
Written by Frank Brincat
Updated over a week ago

Please note: Ignition currently does not have a native connection with MYOB. This article's intention is to assist MYOB practices create and reconcile invoices.

Although Ignition does not have a native connection with MYOB, you can still use Ignition created invoices as a reference and re-create them in MYOB.

What information can I use to create invoices in MYOB?

The Invoices Tab

The Invoices tab is where you can view the past billing of that specific client. You can use this information to manually create your invoices in MYOB, as the Invoices tab will display the invoice total and the services as line items.

💡 Pro tip: You can consider using the proposal reference number generated from Ignition as a reference in your MYOB invoices. This should allow you to easily cross-reference your MYOB invoices and your proposals in Ignition.

Billing Schedule Tab

The Billing Schedule tab is where you can view the future billing of that specific client.

You can use this as a reference for upcoming billing for your clients.

Once a proposal has been accepted, you can use the Billing Schedule to manually schedule your client’s invoices in MYOB. For example, if the proposals are due to be billed monthly (Ignition), create a monthly recurring invoice (MYOB).

Ignition payments settings

Collection Schedule

If you're using Ignition payments, you can set your collection schedule under Settings → Payments tab. These settings control how many days the system will wait until the payment collection process occurs.

Manual Payment Terms apply to any invoices that need to be generated manually by a user within the Billed Manually section of a client's Billing Schedule tab. (e.g. On Completion billing, Estimate billing)

Automatic Payment Terms apply to any invoices that are automatically created by Ignition, or billing items within the Billed Automatically section of a client's Billing Schedule tab. (e.g. Recurring, On Acceptance billing).

We recommend that you align your collection schedule in Ignition with your invoicing terms (MYOB). You can consider shorter collection terms to ensure you get paid faster and also review your MYOB invoice reminders to align with your collection schedule in Ignition.

For example: In a 14-day scenario, if a client signs their Ignition proposal on the 1st of the month and they have entered their payment details, then the payment will be scheduled for the 15th of the month. You could consider reducing this to 7 days for Manual Billing and even shorter (e.g. same day or 1 day) for Automatic Billing.

What information can I use to reconcile invoices in MYOB?

Ignition payments is our dedicated payments processor which can be attached to the proposals you create and send through Ignition.

You can collect billing details from your clients directly on your proposals and automatically process payments through the Ignition payment gateway.

The Disbursals Tab

The Disbursals tab contains all of the lump sum payments that have been processed to be deposited into your bank account. These lump sums often contain multiple client payment collections which get transferred once a day to your bank account. You can use the details from disbursals to reconcile your invoices in MYOB.

WIP Washups in MYOB

If you are used to billing out time on your MYOB jobs, you might be wondering how to perform WIP wash-ups if you're using Ignition.

Here are a few options:

Option 1: Connect a Xero ledger anyway and let Ignition automatically create invoices in Xero (from the Client Billing Schedule) and send these out to clients. In addition, you can benefit from the auto-reconciliation of payments in Xero too.

Then, use those Xero invoices as a basis for creating ‘dummy’ invoices in MYOB which mop up the time on the job.

Option 2: If no Xero ledger is connected, create the invoices in MYOB manually and send them out to the client from MYOB. Create the invoices from the time on the job. Then amend the total (based on the Client Billing Schedule values as above) before sending it to the client.

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