Create and email MYOB invoices from a list

1. Open Sales > Invoices and start a new invoice, then pick the layout that fits: Item for goods in your Items List, Service for items and services that are not, or Professional to record the dates the work was done.
2. Choose the customer, check the date and the payment terms, add each line with its amount and tax code, and save the invoice, which then shows as open.
3. Open the Share menu, choose Email invoice, check the Send To address that MYOB fills in from the customer card, edit the subject and message if needed and select Send.
4. To send many at once, select the invoices under Sales > Invoices, click Email and choose Send invoices. A customer without an email address gets a warning icon and has to be fixed on the customer record first.
5. Afterwards the Activity history at the bottom of each invoice shows Emailed, so a missed send is easy to overlook in a long list.

Here is this month's billing list. For each customer, create the invoice in MYOB with the description, amount and GST code I gave, then email it to the address on the customer card. Add customers that do not exist yet.

1. 01

   Match each line to a customer

   Your agent calls list_customers with the name from every row and matches on customer ID or exact name. A name with no match is created with create_customer only when the list gives enough details, otherwise it goes on the "needs you" list.

2. 02

   Check the email address first

   The agent reads the email on each customer card before creating anything. A customer with no address still gets an invoice, but it is held back from sending and reported, which is the same warning MYOB shows in the Invoices list.

3. 03

   Create the invoice

   create_invoice uses the Service layout for free-text lines and the Item layout when the line names an item from your Items List. Terms come from the customer card unless the list gives a due date.

4. 04

   Re-read the total

   The returned total is compared with the amount in your list. A mismatch, for example from a tax code that differs from the one you gave, stops the send for that invoice and is reported.

5. 05

   Email what matches

   send_invoice emails the invoice with the PDF attached. Each create and send waits for your OK by default, and the agent ends with the list of customers that were skipped and why.

Billing list: 6 customers
Created 5 invoices, e.g. 00000142 Harbour Cafe Pty Ltd: AUD 1,100.00 incl. GST
New customer created: 1 (Bayside Physio)
Emailed: 5
Left for you 1: Coast Hardware has no email on its card

curl -X POST https://cotlet.dev/api/v1/myob/customers/CUS000012/invoices \
  -H "Authorization: Bearer $COTLET_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"date":"2026-10-14","layout":"service","lines":[{"description":"Bookkeeping, October","quantity":1,"unit_price":1000,"tax_code":"GST"}]}'

{
  "invoice_number": "00000142",
  "customer_id": "CUS000012",
  "customer": "Harbour Cafe Pty Ltd",
  "status": "open",
  "date": "2026-10-14",
  "due_date": "2026-10-28",
  "subtotal": 1000,
  "tax": 100,
  "total": 1100,
  "balance_due": 1100
}

MCP: add https://cotlet.dev/mcp/v1 with the same key; the call is myob_write → create_invoice. Example data.

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