We have setup a recurring invoice to a client monthly, and although it is set with an email in their profile and the global settings are for all clients to receive invoice reminders, the invoices are generated by MYOB online but never emailed.
Any advice?
Hi BringBackAE4Mac,
Thanks for reaching out.
Currently, automatic emailing for recurring invoices is not yet a feature in the app. What we could do to ensure that the emails get sent for the invoices is to create a recurring transaction reminder, so when the system prompts us to create an invoice we could send the email of the invoice right after creating it.
Here is the help article Setting up recurring transactions to know more information about the recurring transactions.
Let me know if you require any further assistance with this. I'm happy to assist you.
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Cheers,
Genreve
Im using the cloud solution. Not the app....
