Expand the 'Invoices' or 'Credits' grouping and a list of all the invoice or credit note rows that will be synced to MYOB are shown. Each invoice or credit note is sent to MYOB with the stage line details, the invoice contact details, and the job item details. Click on any of the green text in the list to open additional pop-ups to see more details about the data that is about to be sent for the invoice / credit to MYOB.

Contacts sent with the invoice / credit are matched based on the contact name and unique ID combination (card ID in MYOB). If a match for these details is not found then the sync will look for a contact with the same name. If a contact with the same name exists, then it is updated with the contact details from Synergy such as unique id number. If the name and unique id are not found then a new contact record 'customer' type is created in MYOB.

When an invoice has a contact listed as the c/o (care of ) contact name in Synergy, the c/o contact address details are displayed in the "ship to" field on the invoice contact in MYOB.

Example of the data sent for each invoice / credit note

A project has four stages. Each of the stages are included on the invoice. This makes a total of four invoice lines that are shown in the MYOB preview > invoice stage line details pop-up. The invoice contact in Synergy is sent to MYOB to be a 'customer' type contacts card record.

Each of the invoice stage lines are also mapped to include a job entry in MYOB for the Synergy project number.

Details sent: