Card: Customer - Different email address for invoices and statements
We deal with a few large international companies who require invoices to go to one automated email address and statements to go to their accounts payable email address. Can MYOB make an allowance in a future release to have a dedicated sales invoice email address and a dedicated statement email address. "Being able to have different email addresses for sales invoices and statements"9.8KViews164likes30CommentsSales/Purchases: Ability to set default tax inclusive check box preference
When you create a new quotation or invoice, theTax Inclusivecheckbox is 'remembered' from the previous transaction. I would like configuration so that all new invoices/quotations have the checkbox ticked or unticked according to the configuration setting. This means that each business could control the setting according to their business requirements. In our personal business situation, industry standard for our commercial work is typically GST exclusive whereas our domestic stream of work is typically GST inclusive. We have had a couple of occasions now where the GST checkbox was 'remembered' from the lastquotation (that was GST inclusive) and as a consequence a quotation that should have had 10% added for GST was not added because it was not noticed that the checkbox was on.This of course can be the difference between making a profit or a loss.13KViews20likes22CommentsOnline Payments: BPay Surcharge
Hi MYOB Team, I can see that this has previously asked by many other users in the "MYOB Community", and whilst they have all been replied to and then "closed" for comment, this hasn't rectified nor made the problem businesses face go away. Can we please have either: 1. the ability to automatically pass on BPAY merchant surcharge fees to clients on invoices, just like we do with MASTERCARD and VISA; and/or 2. the abilitiy to switch off BPAY as a payment option, right now it is lumped in with Mastercard and VISA. When we were part of the pilot program this was rarely an issue for us, but since being fully rolled out, regular users now know that by selecting BPAY as their method of payment they can avoid the surcharge fees. Initially after getting stung a few times we had to decide what level of fees we're prepared to cop? As a result we'd chosen to disable the payment feature all together for all "account clients" leaving it only available for Cash Sale Invoices and only if they're less than $500 because whilst this is a great feature the costs associated are NOT! Kind regards Suzi5.8KViews39likes95CommentsBanking: Emailing Receipt option
It would be great to be able to email receipts to customers when you receive their payment, at the moment you can only print and I find this waists time and paper. (The email remittance feature works great so why not have an email receipts option too.) Thanks110KViews586likes357CommentsSales: In Tray - attach documents
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?"82KViews505likes287CommentsSales: Ability to add multiple salespeople
My employer would like to make a note of which employees worked on particular invoiced jobs. Sometimes they work in pairs or three at a time. He does not do time billing or anything like that. It is purely so if he needs to query a job in the future (a complaint for example) he can see easily which employees worked on that particular job. It would be good if he could select more than one employee for "Salesperson". Thanks. "Sale with Multiple Salespersons displayed on invoice - without timebilling"2.7KViews4likes3CommentsSales: Use of bold, italics or colour when entering a sale
I WOULD LIKE TO KNOW IF IT POSSIBLE TO USE BOLD, ITALIC OR COLOUR ON CERTAIN ENTRIES ON A SERVICE INVOICE? I DO NOTWANT TO CHANGE MY CUSTOMISED FORM, BECAUSE IT DOES NOT APPLY TO EVERY INVOICE I ENTER AND THAT WOULD JUST BE MORE WORK!! IT WOULD BE NICE IF THERE WAS SOME KIND OF TOOLBAR WHICH INCLUDED THESE OPTIONS INSTEAD OF HAVING TO CUSTOMISE FORMS! ANY IDEAS??? "CAN YOU USE BOLD, ITALIC OR COLOUR WHEN ENTERING SERVICE INVOICE"29KViews29likes68CommentsOnline Payments: Ability to select which payment methods are on offered
Currently there is only the option to choose an online payment to include bPay, Visa or Mastercard. We therefore can't use this as we don't accept credit cards. However we would like to be able to email our clients their invoice with the direct payment option for bPay. It seems very strange that we can not chose to have one and not the other! Currently we must choose whether we want to have online payments or not. We should be able to chose WHICH online payments we would like to activate. We have rather large invoices and having to wear 1.8% surcharge of these credit card transactions would destroy us. "Option to choose either bPay AND Credit card payments OR neither OR both"4KViews28likes20CommentsStatements: Ability to set a customer's email address for statements
Any chance we could get the option to setup a unique email address for individual customer so I may email statements out monthly to the customers preferred accounts email address. I am well aware there are 5 configurable email addresses to choose from but I want to have a dedicated email address for the account statements to go to, sick of changing/forgetting to pick the correct email address when emailing out dozens of statements at the end of month. Such a simple option would make the software so much more valuable. "Easily Email Statements"6.8KViews21likes18Comments