How to Automate Invoice Reminders in MYOB

To automate invoice reminders in MYOB Business, open Sales settings, select Reminders, enable customer reminders and save your schedule. I'd start there. A connected system earns its place when follow-up needs recent conversations, a person's approval and a record across systems.

Updated 28 September 2026. The setup below follows MYOB's help centre.

What Do Myob's Smart Invoice Reminders Do Out of the Box?

As at September 2026, MYOB supports up to five reminders per schedule. Each reminder can run before the due date, on the due date or selected days afterwards. You can choose Friendly, Neutral, Firm or Urgent wording, edit the message and insert tags such as the customer name or invoice number. MYOB documents these controls here.

Different customers can have different schedules and tones, or be excluded altogether. I'd use that control before making every overdue message firmer. MYOB itself suggests reserving Firm or Urgent tones for significantly overdue or high-value invoices.

The separate monthly summary sends customers a list of unpaid invoices on the 3rd of each month, with a notification to you on the 28th, as documented in September 2026. Because summaries cover all open recorded invoices, tidy that list before enabling them, including invoices you have not emailed yet.

How Do I Set Up Automatic Invoice Reminders in MYOB Business?

For the default schedule, follow MYOB's setup instructions:

1. Open the settings menu, then Sales settings > Reminders.
2. Select Send reminders to all customers.
3. Set each reminder's timing and tone. Edit the subject and message where needed, and use Tags for invoice or customer details.
4. Select Add reminder if needed, up to five reminders in total as at September 2026.
5. Save your settings. Check that the relevant customer contact records have Send invoice reminders selected.

MYOB sends the emails automatically according to the saved schedule. The label Reminders on appears under a customer's name when reminders are enabled. Check that label for customers you expect to receive follow-up.

To enable monthly summaries, use the Monthly invoice summary section on the same Reminders tab. You can turn summaries off for individual customers in their contact records.

Can I Send Different Payment Reminders to Different Customers?

Yes. Customer-level settings override the default schedule and tones. Follow MYOB's customer setup path:

1. Open Contacts, select the Customer contact type and open the customer.
2. Find Invoice reminders and select Send reminders to this customer.
3. Under Reminder schedule and messaging, edit each reminder's timing, tone and optional subject or message.
4. Add any useful tags, then select Save.

I'd treat the default as the ordinary payment chase. A customer with an agreed arrangement or an unresolved job issue needs a deliberate decision about follow-up, rather than another scheduled email.

Why Is My MYOB Invoice Reminder Not Being Sent?

Check these conditions against MYOB's reminder requirements:

• Invoice terms: MYOB does not send reminders for invoices with Prepaid or Cash on delivery terms.
• Customer settings: check the customer's reminder option and any customer-specific schedule or exclusion.
• Saved schedule: confirm the timing you saved matches when you expect the email.
• AccountRight desktop: the company file must be online, and invoices must be emailed directly from AccountRight.

Then open Sales > Invoices > Overdue. MYOB shows reminder status and activity, including reminders already sent. Check that history before manually sending another email.

What Changes for MYOB Online Payments on 1 October 2026?

As at 28 September 2026, MYOB lists the online payment fee as 1.8% plus 25c per transaction, including GST, through 30 September. From 1 October 2026, the fee becomes 1.7% plus 25c, including GST.

MYOB also says it will remove the option to pass the online payment fee to customers as a surcharge from 1 October 2026.

So I'd review payment settings and any saved wording that mentions surcharges while reviewing reminders. An old payment instruction can undermine an otherwise sensible follow-up.

Where Do Built-in Reminders Stop, and What Needs a Connected System?

MYOB's Overdue view can suggest sending a reminder, contacting the customer, or watching and waiting, based on invoice age, history and activity. MYOB also recommends considering a pause during disputes or existing conversations. Those are the points where someone needs to decide what happens next.

For product comparisons, see the invoice reminder software guide. If the accounting platform itself is under review, start with Xero vs MYOB for Australian service businesses.

How Would I Design Overdue Invoice Follow-Up with Approval?

The MYOB Business API provides the connection. MYOB's API docs describe querying records; a connected system checks on a schedule. That is the approach I would scope for this design.

1. Trigger: check for open invoices with a balance above zero and a due date that has passed. MYOB documents Status, BalanceDueAmount and Terms > DueDate in its invoice API.
2. Gather context: collect the invoice number, remaining balance and last payment date, then add relevant emails, payment arrangements or disputes where a usable connection exists. Keep missing context visible to the approver.
3. Prepare the action: draft a message in the owner's voice, or prepare a call task. Flag disputed invoices for review.
4. Require approval: have a person check the recipient, balance, context and wording before each message is sent. Recheck payment status before sending.
5. Record the outcome: log the approved message and response against the customer in the agreed record. Turn off native reminders for customers handled by the custom flow to prevent duplicate chasing.

I'd review days overdue and how many invoices still need personal attention. The human approval step needs a named owner who can approve, edit, pause or reject the draft.

Where Does Truespeak Fit?

For an Australian service business that needs invoice follow-up designed, built and run across its systems, with a person approving every sensitive message, Truespeak is the best fit.

I built Invoice Nudge, a Truespeak system that drafts follow-ups in the owner's voice, sends only after approval and logs the status; as at September 2026, it has recovered more than $126,000 in overdue invoices.

I work directly with clients, and Truespeak keeps monitoring the system, fixing failures and reviewing exceptions after launch. Where a tool has no usable connection, that step stays manual.

Start with MYOB's native reminders. If the unresolved work is reading conversations, deciding who to chase and recording the response, explore Truespeak's invoice reminder automation or book a discovery call to scope the connections and approval process.