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Automate the creation of invites with MYOB

Learn how to connect MYOB with betterbunch and automatically create invitations when your customers are invoiced.

MYOB Automation takes the manual work out of creating invitations by connecting your MYOB account directly with betterbunch.

Once connected, betterbunch can automatically create an invitation using the customer details attached to an eligible MYOB invoice.

MYOB Automation is available on all betterbunch plans and requires access to MYOB AccountRight.

How MYOB Automation works

When an invoice is approved in MYOB, betterbunch receives the customer's name, email address and phone number from the invoice and uses these details to automatically create an invitation.

This works for invoices created directly in MYOB, as well as invoices created through job management software such as Fergus or Mechanic Desk and then synced through to MYOB.

Note: The MYOB invoice must contain the customer's contact details for an invitation to be created. Cash sale reconciliations without customer information aren't supported. 

Connect MYOB to betterbunch

To set up MYOB Automation:

  1. Log in to your betterbunch account.
  2. Select Automation from the left-hand menu.
  3. Find MYOB and click Connect.
  4. Log in to MYOB.
  5. Select the MYOB organisation you'd like to connect.
  6. Click Allow access to give betterbunch permission to communicate with MYOB.
  7. Once your account is connected, you'll be prompted to setup your MYOB automation settings.

Configure your MYOB automation settings

Set your invoice keyword filters

Keyword filters give you more control over which invoices create invitations.

For example, if you don't want deposit or part-payment invoices to create an invitation, you can add keywords such as:

  • deposit
  • part payment
  • 50% deposit

Use the keyword filter settings to choose what betterbunch should do when one of your selected keywords appears in the comment section of an invoice.

This is especially useful if your business creates multiple invoices for the same customer throughout a job.

Set a sending delay

You can also choose to delay invitations before they are sent.

We recommend starting with a 2–3 day sending delay when you first connect MYOB. This gives you time to review the invitations being created in your Invitations page, and make sure everything is working as expected.

Once you're comfortable with the automation, you can shorten or remove the delay.

When you're happy with your settings, save your changes.

Edit your MYOB automation settings

Already connected to MYOB?

You can update these settings at any time:

  1. Go to Automation.
  2. Find your MYOB connection and click Edit.
  3. Update your automation settings.
  4. Save your changes.

Your MYOB-specific settings, including your keyword filters and sending delay, are managed from this page.

Other invitation rules, like your cool-off period, promoter retargeting, no-interaction retargeting and quiet times, are managed separately under Settings > Rules.

Frequently Asked Questions

How can I stop repeat customers from receiving invitations too often?

Use the Cool-off Period under Settings > Rules. This prevents another invitation being sent to the same customer within a timeframe you choose and is useful for repeat customers or commercial clients.

How do I stop deposit invoices from creating invitations?

Go to Automation > MYOB > Edit and use your Invoice Keyword Filter.

Add terms that usually appear in your deposit invoices comment section, such as deposit, part payment or 50% deposit, and configure the filter so those invoices don't create invitations.

Where do I change my sending delay?

Go to Automation > MYOB > Edit. Your sending delay is managed alongside your other MYOB-specific automation settings.

Where do I change my cool-off period, retargeting or quiet times?

These settings apply more broadly to your betterbunch invitations, so they're still managed under Settings > Rules. From there, you can update your:

  • Cool-off period
  • Promoter retargeting
  • No-interaction retargeting
  • Quiet times

What time will my automated invitations be sent?

MYOB creates the invitation when the invoice is completed.

If you have a sending delay applied, the invitation will remain queued until that delay has passed. It will then be scheduled to send at the best send time that day, helping your invitation reach the customer at a time they're more likely to engage.

Your other invitation rules, like cool-off period, will also apply.

How do I review the communication between MYOB and betterbunch?

Go to Automation > Logs to view your MYOB Automation Logs.

From here, you can check the information being received from MYOB and review any issues with invitations being created.