Invoice form - Description with multiple lines and multiple descriptions not lining up with individual amounts
Hi, I am trying to modify a service invoice template because I am having issues with the description not marrying up to the cost if the description is more than one line long. If I enter description details that run for more than one line, then add another that also runs for more than one line and so on, I cannot get the descripton line to line up with the cost relating to it. It shuffles all of the costs to the top of the column and becomes confusing. It is common for me to enter multiple description lines per invoice. Does anyone have any ideas how I can get each description line to line up with it's cost please? Thanks, Jenni312Views0likes2Comments
Statement showing what should be "overdue" as "current
I have just tried to print and email February statements, and when reconciling, ive noticed that the customers I have who are on 30 days end of month terms, who have december invoices still outstanding, are showing as current. They should be showing at 30+ overdue, meaning they would be due end of January, now that its end of Feb its still stating current. This has happened for quite a few customers - is there any way to fix, or any reason why its happened?
Sales Invoice Default print form not emailing as default choice
Client has two invoice templates setup, and each customer has setup in card file the choice of which template we want them to receive, when I print invoices great the correct default form is choosen, but when I log into online myob to send out the monthly invoices with multiple attachements, the default invoice form is not being picked up and some customers are getting the wrong invoice template sent to them. Where can the email template default be customized like we do for 'printing' in the card file.Duplicate invoice numbers
We have our Ecoomerce site linked to our Essentials so when an online purchase is made it automatically posts into Essentials How does one mangage invoice numbers so there is no duplicates, with invoices coming into MYOB from external and with Essentials just takign the next number form what ever was last... be it Quote or invoice it really doens't work... This is very poor design with no thought of practical applicaition... Does anyone have a solution ?
Invoices & Payments being entered twice when recording invoice
When inputting a new Sale, quite frequently it will either save the transaction twice, using sequenced invoice numbers or, if there's a payment amount entered, it will record 2 payments for the sale amount, leaving that invoice in credit. When the sale is for an item that has only 1 unit on hand, it will pop up an alert saying that there is not enough stock, but if you cancel the invoice, which it will then prompt you that you haven't recorded it, you can see the invoice saved already. This has been going on for a few weeks and is becoming increasingly frustrating.Assigning a User to an invoice created
Hi there, when creating an invoice - other than sales person is there any other way to assign a user to create the invoice? for instance - salesperson being the one who took the order or picked the product etc, but the person in accounts/admin who is creating the invoice on MYOB? in my company there are a few people to create invoices and for QC and follow up procedures would be good to know who did it - i know when you also have emailed a invoice you can see when it was opened/viewed and sent off, can you also see timestamps of when the invoice was CREATED? we have clients we dont always email invoices to, but print them! Any help would be grately appreciated!Solved
Customise Invoice form with hours column and total hours
Hi, I am customising a professional invoice and am seeking how i can add a column for "hours" with a total-hours at end of column. Now because "hours" does not exist as a column option I have used "job number" to get a column i can skip too. This column has its name changed to "Hours" but inserts "job Number". This I can handle because I just overtype job number with actual hours used. However now comes the problem. HOW DO I TOTAL THE HOURS COLUMN? This is important because a percentage of these hours are later used as a commission basis to be paid elsewhere. The reason i use "Professional invoice" is because I need the date column which is not available on the "Item Invoice". So to summarise How do I add a customised column that I can also Total.?Solved1.5KViews0likes5Comments
