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Automatic Email of invoice

RayTaylor

I have an invoice set up to generate automatically each month for a customer.

Does anyone know how to get myob to automatically email that invoice to the customer?

It generates it but it never sends it - i have to go in and manually click the send button to email it to the customer each month.

Thanks in advance,

-ray

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Oliviareed28

You're absolutely right—MYOB allows for recurring invoice generation, but the automatic emailing part often still requires manual action, which can be frustrating when you're aiming for a truly hands-free process.

If you're looking for a more streamlined solution, I'd recommend exploring platforms that are built specifically for automation. For example, Invoicera not only allows you to schedule recurring invoices but also automatically emails them to clients without any manual intervention. You can even set up payment reminders, due date alerts, and auto-retries for failed payments.

If you're wondering how to automate your invoicing process completely—from generation to delivery—Invoicera offers a solid end-to-end solution that saves time and reduces the chance of human error

bounsgc

They don’t have this option, but XERO does, so I’m switching to that app. It’s such a waste of time sending invoices every day to recurring customers.

RayTaylor

No,
I am trying WHMCS as an alternative now to see how it goes compared to myob.
So far its working well.

DrMack

Hi Ray,

did you ever find a solution for this problem. I’m having the same problem and can’t seem to find anything explaining how to fix it.

Shane

RayTaylor

Sorry no you misunderstand
I dont want a reminder to be sent. A reminder would be sent too late.

I do want the invoice to be sent at the same time it is automatically generated. At the very same time.

Shella_A

Hi @RayTaylor,

Thank you for your post and welcome to the MYOB Community Forum. I hope you find plenty of useful information.

You can turn these features on for all customers then choose a few to exclude. Or you can choose to send them to the selected customers. Turn on invoice reminders for all your customers. Here's how:

Click your business name in the top-right corner and choose Sales settings.
Click the Reminders tab.
Click Reminders settings. The Reminders and unpaid invoice summaries window appear.
On the Reminders tab, select the option Send invoice reminders.
Select the option Send to all customers.
Click the X in the top-right corner to close the Reminders and unpaid invoice summaries window.

Reminders will now be sent to all customers who have been emailed invoices from your MYOB business. If you don't want to send reminders to some customers, you can turn off reminders for them in their customer record.

To turn off invoice reminders for all customers, repeat these steps and deselect the option send invoice reminders. Given you this help article, setting up invoice reminders that has all the detailed information and steps to assist you with the process.

If you need further help, don't hesitate to start a new post and we'll be happy to assist.

Otherwise, if my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information.

Cheers,
Shella