I have seen the in tray for purchases and ask if there are any plans to add an in tray to the sales invoice side. It would be very helpful to us as a solar installation company to store all compliance and design pdfs with the installation sale record, so that over time we when we re-visit the sale record we can find all of that in one place.
'In tray for Sales?"
It would be very useful to have an In Tray for customers' purchase orders in the Sales window so that they may be linked to the invoices produced. Otherwise the PO need to be printed and saved for future reference when chasing debtors.
The In tray is very useful for Purchase window to save printing suppliers invoices. It seems a natural exptension to have a similar facility for Sales
I have thought that too. I would like that function.
YES PLEASE!!!!!
Yes, I would love this. We currently keep all the orders in a shared folder
I would like to be able to attach a document to a sale, the same way you can attach a document to a purchase. I believe this feature would be beneficial to everyone wanting to keep records.
totally agree the adding of a photo/invoice should be for spend money, sales, purhcases - all the same
This is a fantastic suggestion Hayley,
As a transport company we're required to send the corresponding consignment note/s or other supporting documents with all our invoices but to do this we have to generate the Invoice in MYOB then email it to ourselves so we can attach whatever else we need ... and then send the email to the client from outlook. Creating a lot of extra steps just to send an Invoice.
In saying that, using outlook is actually prefered in those cases where we've been requested to resend "missing/lost/misplaced" invoices because we forward them on in their original email trail.
Yes agreed, this would be extremly useful. To be able to attach the customers purchase order to the invoice would be great. This would save a lot of paperwork. Xero has this function in their package. It allows you to choose whether to send the document with the invoice or just to attach it for your own records.
Please MYOB developes make this essential software change ASAP.
Thanks
The attachment feature in purchases is very handy.
Any chance of doing the same in sales?
I agree, would be great to attach PO's to sales.
I have been sending emails of invoices and get the choice to add a file. Obvioulsy if a file was already attached you should be able to select that file to send.
ATM I can not see any audit trail in the send email that I actually did send an attachement.
I am thinking that just might have to look at Xero for this functionality
Please make it possible for us to attach documents to ALL transactions. It is available for Purchases and Spend Money transactions, but it's needed for Sales, General Journal transactions etc.
This functionality is offered by your competitors. There are multiple requests for this feature buried in some very old threads on this forum, and they are apparently not able to be voted on.
MYOB users unite and please vote so that this much needed feature is incorporated!
Love this. I have wanted this for so long
Also for receive money and receive payments. It is very disappoiting that MYOB still does not have this option. I also use Xero and this is one of the best features.
Not sure why this is not attracting more votes, as it is such an important feature with the other Software/s Thanks for keeping this going Deb
I regularly send accompanying documents with my invoices. I have to do this at the email stage as an attachment. It would be helpful to be able to add these to an invoice intray then attach to the invoice at the time of writing the invoice. This would allow a quick way to look up what was relevent to that sale in MYOB & not have to go back to my emails to check on attachments.
I have the same suggestion.
For one client we oncharge property costs to tenants out of MYOB. We will often generate an invoice for water or council rates etc. and need to be able to attach the original invoice for which we are oncharging for transperancy.
In support of the In Tray feature being replicated for Sales, as it currently exists for Purchases, I would add that its functionality could be extended to attaching customer purchase orders, e-mails containing customers's sales requests, cheque remittance advices or electronic EFT remittance advices when payment is received.
Thus you would have an almost complete history & cycle of that sales invoice readily available on-hand for quick referencing in case of any queries, disputes or as a document source during the annual audit.
Such a time saving feature!!!
Would love an in tray in the Sales, to upload payment certificates and attach dockets?
MYOB after many years with people asking for an intray in Sales we still do not have one.
It would be grateful if you can finally include this idea.
I currently need an Intray for our tax invoices under Sales. With 100% of our clientele such as real estates and retirement villages, commercial properties we need purchase orders from them with our excepted quote to proceed to go ahead and do the jobs.
When an job has been done I have to email an invoice to the client and print out a paper copy for our records with the purchase order attached to the tax invoice. These paper copies then get filed into the filing cabinet.
I have tried to download our tax invoices individually and use Adobe to attach the purchase orders and save them so they can be just one document. This work however it is not possible to do it with all our tax invoices as it is very time consuming.
So in 2020 I am still filing the same way I have done since the eighties.
I would be grateful to anyone who can find a way to simplify our debtors or MYOB finally allows attachments in each tax invoice.
Thanks.
Extend this to include Rental invoices, or just have the ability to add the rental invoices to Receive Money or Sales Invoices
Yes we would to - All our invoices need documentation attached to support invoice - so we have to attach to email to send to client - also for future reference on looking back on invoices we have to manually get the printed copy - time consuming/paper wasting and reporting would be so much better to have in the one system
yes wouldbe great to add proof of delivery dockets to sales invoices.
It would be great to be able to attached a document to sales invoice for our reference. Not an attachment when the invoice gets emailed out, but on the transaction screen.
This would be so handy. Its great on the purchases side to be able to attach supporting documentation to an invoice. To have this on the sales side of things would be fantastic.
In view of Skifoo comments this would be really handy if you have properties and receive rents through agents. It would be great to attached their rental invoice to the income you take up in MYOB. I think MYOB needs to get with the times as we have been requesting something similar to sales for a long time now.
This is great if you could be able to view, delete or download a file that is attached to a transaction. I have normally emailed out our invoices along with their timesheets as attachment so it would be great if you are able to view the attachment side by side when creating an invoice then make a file available as an attachment and automatically shows on the online version of the invoice and, an option to include them as an email attachment each time you send the invoice to a customer and, able to send invoices by batch along with their attachments. At the moment, we are emailing invoices individually to customers as we are unable to attach file when sending through batch email.
I think it would be a great feature to add a section in sales where you can add your customers purchase orders to the corresponding Invoice.
This is what we are urgently requiring to ensure all purchase orders from our customers are recorded with the sale and can be sent with the sale for customer referencing
I agree!!!
Totally agree!!!
Would also be great to be able to add remittance from our customers when payment is made
an In Tray or similar for Invoices where you can store invoice with signed - receipt of goods.
Currently we have to store hard copies in folders.
If there was a tick on screen and then an option to store a copy, it would be great to reconcile any that have not come back from 3rd party transport companies as not signed.
yes i agree with this too , we currently save the signed sheet, then save the pdf invoice and send them together, would be alot easier to attached the signed pdf to the invoice in myob, then send together from there
