Laura_Bernhardt's avatar
3 years ago
Status:
New

Sales: Automatic schedule recurring transactions to email

Hello, my name is Laura Bernhardt and I use MYOB Essential to run my small business. I often create and duplicate invoices for a client with recurring invoices for future months, and then need to  come back into MYOB to physically click the 'Email' button to send it each month. 

 

I would like a feature where I can schedule an email to automatically send a client this recurring monthly invoice. Attached is a screenshot of the invoice in MYOB where you can see the green 'Email' button, and a screenshot of the feature in Outlook called 'Send later'.

 

"Email Scheduling"

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