Forum Discussion

FTA123's avatar
FTA123
Experienced User
4 years ago
Solved

Send invoices to multiple customers

Hi I am wanting to send invoices to multiple customers in one go.   I understand I should go into the "Sales" Command Centres under "Print/Email Invoices"   But then I'm lost.   Each "Sales Ty...
  • FTA123's avatar
    FTA123
    4 years ago

    Ok thanks again

Komal_S's avatar
Komal_S
MYOB Moderator

Hi FTA123 

 

The status can be set as default in the Selling Details of each customer's card file as shown:

 

 

However, please note that it would only take effect for future invoices. For all the invoices that have been already raised, you would have to change the status in the invoices itself.


Please let me know if you have any questions.

FTA123's avatar
FTA123
Experienced User
4 years ago

Thanks Komal

 

This will require going into each individual card.

 

Is there a setting where we can do it for ALL customer cards in one go?

 

Thanks again

  • Komal_S's avatar
    Komal_S
    MYOB Moderator
    4 years ago

    Hi FTA123 

     

    Unfortunately, it can only be done individually from the cards. There is no bulk way of doing so. 

    • FTA123's avatar
      FTA123
      Experienced User
      4 years ago

      Ok thanks again