Users would like the option to remove the "Invoice Summary" section when emailing invoices to their customers.
This idea was originally requested a month ago.
This is not just an issue for online payments – this is an issue for any invoice summary showing in any email, whether online payments are being used or not.
We work in the health industry and provide patients with a PDF version of their invoice which shows various pieces of information required for Medicare claiming. The problem with the invoice summary is that it shows information from the current version of the client card, not the information that was extant at the time the invoice was produced. As a result, clients who try to claim from Medicare using printouts of the invoice summary have their claims rejected because their date of referral is wrong, their address has subsequently been changed etc. We then get our patients contacting us and telling us that we have used the wrong information whereas in fact, the information is correct on the PDF version of the invoice and the information that MYOB is picking up in the invoice summary represents overwritten versions of such data and inconsistent with the information that was accurate at the time of the original invoice.
When on earth are we going to get the option to remove this change that was forced upon us by MYOB without any consultation??
That information should only be an option, not a default. I should be able to send an invoice the same way the order is sent, with only a PDF for the customer to view. It was always like that, and then, without any notice, this was changed. It was only because I sent an invoice to myself for a different reason that I found out much more information was being sent than I was willing to share.
I've always thought MYOB didn't actually use their own product... although our invoice today is a blank white PDF, so maybe they do.
The irony is I just received last months invoice from MYOB for Customer online payment charges and it comes as a pdf with no preview summary in the body of the email...PLEASE remove it as no-one wants it..
My guess? 99% of the ones who use it. We only discovered by accident when emailing ourselves an invoice to forward to a customer whose system won't accept MYOB generated invoices...
It would be interesting to find out how many companies using MYOB are sending out their invoices totally unaware that their customers can see the time billing breakdown.
Same for us. Totally agree.
Penny740, I feel the same exactly. It's terrible that it wasn't asked for it and it was changed without a vote. Now they say users have to come here to vote to remove it. How insulting. How many MYOB customers are told about this voting mechanism and where is it for users to find? Just on this mini forum?
It's a covert way of giving users something to follow that they know has ZERO intention of rectifying.
Such a failure of a major platform.
I don't Xero has this by default for all customers. Looking there now.
The invoice summary is there when we send an invoice online. We are not using the option of online payments.
This has resulted in sensitive company information being released in the form of the breakdown of our costs for a job - when all we want the client to see is the total amount.
The instructions given to remove it only relate to statements - not the invoices.
We didn't request this and there is no way to opt out.
Might be looking at XERO as MYOB have done nothing to rectify this problem
Hi @AmandaMYOB Are you able to edit my original suggestion now that we know this affects all invoices sent from MYOB and is unrelated to online payments? Thanks.
Hi All, I've just come across your feed here and also think this is terrible. I've spoken with a representative of MYOB a short time ago who advised to write into feeback@myob.com and I've now done that. My email is below. I welcome anyone seeing this on the internet to do the same.
--MY EMAIL--
Hello,
I’m a new customer.
I was speaking [sic] from customer support of MYOB a short time ago because I wanted to know how I can remove the invoice summary of when I’m sending my invoices to my customers in MYOB, however I now know that MYOB don’t currently make this possible.
Currently the “invoice summary” means that EVERY customer of an MYOB user such as myself sees the same information twice.
[image removed]
Additional to customers seeing the same information twice, there is the ugly green “view invoice” button displayed in this email. It all looks highly unprofessional and terrible.
Upon further inspection, I can see that other users are very unhappy with the summary (see page ☜)- something that is reported to have been implemented in October 2024 (see image below).
Choice is something that attracts customers and keeps customers loyal and onboard and right now this is in no way catering to a professional audience.
Surely this can be given a serious shot for implementation within the next update.
I would really hope so, as invoices are the most major part of every user's transactions.
The green button for "- I can’t think of a worse colour for corporate. Can a choice of colour for the view invoice- Can this also be considered for a customer’s choice?
I know there are much more complex and intricate parts that MYOB tackle, so I truly hope that this is something that will be looked at as a less difficult fix/implementation.
The way that our businesses are viewed by our customers is important to many, if not most of us and I hope that these two points can be seriously examined and remedied as soon as possible.
If you have any questions or would like to get in touch, please feel free to reach out. My mobile number is [sic].
I’ll be more than happy to speak with a representative at any time, however would like to hear back from someone regardless please.
Many thanks,
[sic]
Coming back to say I've been told by MYOB support that the summary was added in October 2024 and was not mentioned in any release notes. It's unrelated to online payments or recurring transactions, but was rolled out across the board for all invoices sent from AccountRight.
I don't think we should have to wait for a significant number of votes for this change to be reversed or made optional. Most MYOB customers won't even discover this until they email themselves an invoice.
Please, please, please reconsider and turn this off, or make it optional, in the next update. Surely it can't be that hard.
What company would want their customers to receive a cover email that looks like this when all the customer needs is the description and the total? And what's with the truncated text when descriptions are too long?
We haven't set up online payments, we just email invoices through MYOB, and we now get the summary table in the body of the emails we send out. I'm having to email them to myself and then forward to clients after deleting the table with the descriptions.....soooooo frustrating
In case anyone else finds this thread because they have the same issue, it was because we create our invoices from recurring transactions (worked that out myself, tech support pretty much just told me what I was seeing wasn't really happening). It looks like the default payment options saved themselves on the recurring transactions when we first set up online payments and became the default for all new invoices, regardless of the default global settings. *sighIt hasn't fixed the summary though. It's still there, just without the pay now button. Setting up online payments was its own saga that I'm not keen to repeat, so does anyone know, if we deactivate it completely, does the invoice summary disappear from the emails, or is that a default now for any invoice sent using the 'send emails from MYOB' option? And if I deactivate it, can I reactivate it without re-applying if ever MYOB adds the option to exclude the invoice summary from the email?
I'm not sure the summary is even linked to online payments. On the next invoice, I turned off the payment option manually and CCed myself when emailing it, just so I could check. Lo and behold, the summary is still on the cover email! It's not even formatted nicely and looks so unprofessional.EDIT: But at least the pay now button wasn't there.
1000 times yes.We turned the default option to off a month ago when we realised our confidential internal invoice information was being sent to our customers without our knowledge. However, have just discovered today, that setting the default to 'not allow online payments' has not actually changed this at all. Customers have still been receiving this information for the last month. Looks like we have to click on the tiny 'edit options' link/button for every. single. invoice to stop this happening. What a nightmare. AND, to top it all off, I think it's sent them all with the setting for US to pay the surcharge, not them. Fortunately, we haven't had many customers actually use the facility.To say I'm cranky is an understatement, especially coming on top of the proposed 30min inactivity re-log in. Every time I turn around MYOB makes something harder to do. It's taken a while to notice because I don't usually do the invoicing and my colleagues didn't pick up on it.Question: What accounting system does MYOB use? Pretty sure it can't be MYOB or this forum would be full of disgruntled MYOB employees as well as customers.
I've lodged a support request for this because it's just plain wrong.
PS. Amanda, thanks for adding my suggestion as promised during the transition phase when I couldn't do it myself.
YES. I'm annoyed that we need to vote for this change - the need for this has resulted from a MYOB software change that was thoughtless in my opinion and caused many of us extra effort to work around. Why do we need to vote - just look at the complaints about this online to see that its is ESSENTIAL.
YES vote. Please remove this, or at least the table with the descriptions. Our invoice template has one line for the total billed, comprising many lines of activities. We don't show these line items on our invoices and we don't want them showing in the email.
Definitely agree. Remove the details from the body of the email.
YES vote for me... and the sooner the better please!!
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