Patrick_H
Experienced Cover User
Joined 7 years ago
User Profile
User Widgets
Contributions
record of sent emails
I am 99% sure I recently notified a customer and thanked them for fully settling their outstanding invoice* through the EMAIL button in the customer card. Is there a SENT-log of these email anywhere? I would like to doublecheck my wording as there seems to be a misunderstanding... (*= not a habbit of ours, but this customer has been struggling and making part-payments) Thanks Patrick286Views0likes1CommentRe: Recurring Transactions: Automatically email invoices
YES! I have asked about this exact feature before and was told "maybe in the future". Here we are; well into the future and people still ask for this. Come on MYOB! This shouldn't be a hard job. SoutarsI recon a single future invoice should also work if this "auto-emailing" feature gets developped, even if you have to create the invoice as a 1x recurring invoice at a specific date. Up-voted!410Views0likes0CommentsRe: change in invoice recordng / payment allocation
Hi Komal, sorry for the late reply. Both those are set to "Current Assets - Bank account" I am the only one accessing the file, other than the accountant, though they did not access the file any time close to this change happenening...425Views0likes1Commentchange in invoice recordng / payment allocation
HI all, on or around 07/07/2022 my AccountRight Basics made a change to how it dealt with invoices and payment. The 2 main things I noticed happened from that date: Payments applied to invoices recorded 2 entries in the Banking Register; a Deposit and a Withdrawal, with the same ID No, to my "Current Assets" account. Previously it would just record only the Deposit into the "Trade Debtors" account. Invoices created were straight away recorded in the Banking Register (as a Sales Journal) showing a deposit allocated to a "Split" account (I'm guessing the product/service and the GST?). I don't remember changing any settings, so I am flabbergasted as to why this happened. It may or may not have coinsided with an update, I can't remember... Any help would be appreciated. This also only happened to my off-line business file, a second online file is as it used to be. (This is a second business which we ere not sure how well it would do and did not want to upgrade the license just yet)Solved502Views0likes3CommentsPayments and invoices recorded strangely
I just noticed that in my Banking Register there are a number of things recorded quite differentlt than previously. Payments of invoices were always recorded as "Payment;ClientName" through Cash Receipts (Source), under Trade Debtors (Account) and as a Deposit. A few recent payments have been recorded under Current Assets (Account) and have then generated a second line item with the same details (incl ID No), but as a Withdrawal, countering out the deposit. I also have entries recorded as "Sale;ClientName" through Sales Journal (Source), under Split (Account), as a Deposit, which are actually still outstanding. I never used to have "Sale;..." entries in the Bank Register... Could this be an update error? (Seems to have happened around 10-7-2020)356Views0likes1CommentRe: data fields in invoice description & email
Thanks Steven, variable data is the ones I was thinking of. I had a look at the article you referenced and am somewhat disapointed with the number of variables. It also seems this cannot be used within the invoice/quote. I understand that {{current_month}} may not be common enought to include, but I would think that you had all bases covered in addressing a person... I saw that you have {{customer_full_name}} and {{customer_first_name}}, but these would only work for an Individual card, since a Company card doesn't have these fields. It does have Salutation and Contact fields, but these do not seem to work as variable data. Do you know (or expect) if the list will be expanded and these will be added?1KViews0likes1Commentdata fields in invoice description & email
Is there a way to include data fields in my invoice item descriptions and the email body when sending them? We do a lot of recurring monthly invoices, which I would like to set to send automatically. Problem is that some clients "need" the month/period in the description. I was hoping something like [Current Month] would be available to use in my item description, but even fields copied exactly from the fields list do not seem to work...Solved1.1KViews0likes3CommentsCustomise default name for PDFs
Hi guys, I was wondering if you have added functionality yet to (somewhat) customise the default file names for the PDFs when saving to disk or attaching to emails. In my case I'd like to use [customer name]+_+[invoice No (XXXX)]+_+[date (ddmmyy)] or somthing similar. I have found a few threads with this or similar questions, but wasn't yet available. Thread: - Filename of emailed Invoice (PDF) + subject line of email (April 2019) - Print Multiple Invoices with predefined filename (June 2016)Solved587Views0likes1Comment