How to Export Service Invoices for MYOB

Exporting invoices from Cerely allows you to import them directly into your MYOB accounting software for streamlined processing and reconciliation. You can export invoices from Cerely in two formats – Time Billing or Service – depending on how you would like to structure the invoice data for import into your MYOB accounting system.

Exporting Service Invoices from Cerely:

1. Navigate to the Accounts tab and select Invoices from the dropdown menu.

2. If you only have one entity set up in Cerely, the system will automatically navigate you to th

invoices list without prompting for a selection. 

If you have more than one entity move to step 3, otherwise go to step 4. 

3. Select Your Billing Company if you manage multiple entities in Cerely. Select the appropriate billing company for the invoices you wish to export.  

4.  When exporting invoices from Cerely, it’s important to select the correct date range to ensure you’re only exporting the invoices required.

• At the top of the Invoices List screen, click on the date range filter
• Choose a preset range (e.g. 1 day, 1 Week, 2 Weeks, 4 Weeks) or select Custom to manually select a specific date range
• Use the calendar to select the start and end dates
• Click Apply to filter the invoices within your selected date range

Only invoices generated during the selected period will now be visible and available for export. 

5. Multi-select or individually select the invoices you would like to export  

Note - Exporting Invoices with Page Views

• Cerely displays invoices in sets of 10, 25, or 50 per page, depending on the selected view in the bottom of the screen

• You will need to multi-select invoices per page view

• To export all invoices across multiple pages, repeat the export process for each page view separately

Coming Soon: A future update will include the ability to ‘Export All’ invoices across all pages in one action.

6. Click the More button on the right-hand side, then select Export from the dropdown list 

7. In the export invoices popup screen, choose MYOB as your Export field and As select Ser: 

8. Select the All field to multi select exporting all the data fields. 

9. Select Save Fields As Default button - so they will always select the field chooses in the same way every time. 

10. Click the Submit button 

11. Save the exported file to your computer ready for importing to your MYOB Accounting system.  

Tip: Ensure Customer Names in Cerely exactly match the customer names in MYOB — including case sensitivity to avoid import errors.

Your invoices are now ready for import. If you’ve exported using Time Billing, proceed to the next step: 

How to Import Time Billing Invoices into MYOB