Forum Discussion

Albare's avatar
Albare
Trusted Cover User
6 months ago

Invoice emailed status not correct.

Hi All,

 

I'm finding in the browser version of AccountRight some invoices show nothing in the "Activity" column and yet the Activity history at the bottom shows the time and date the invoice was emailed.

 

The same invoice when opened on the desktop program shows the emailed history.

 

It's a pain in the backside when you spot several invoices each month as having no emailed staus only to check each one individually and see that in fact they had been emailed.

 

Anyone able to shed some light.  This is for invoices sent several days ago and in our company invoices are only emailed diretly from the desktop program.

  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator

    Hi Albare,

    Thanks for your post. If the Activity column displays "Emailed," it indicates that the invoice was sent to the customer via email. However, if the customer is only opening the attached PDF copy of the invoice, the activity history won't update because the PDF is not linked to the online invoice. Additionally, in the current version of AccountRight in the browser, opening the invoice reveals the Activity History at the bottom, confirming the email's sending and indicating when it was viewed by the customer.  Please refer to this help article for further information. Emailing, printing or downloading invoices 


    Feel free to post again, we're happy to help!

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

    Regards,
    Earl

    • Albare's avatar
      Albare
      Trusted Cover User

      Hi Earl,

       

      I think you have misunderstood me.

       

      Yes, I can see an invoice was emailed by the details at the bottom of the individual invoice page in the browser version.  What I'm experiencing is that while it indicates the invoice was emailed under Activity history, when viewing all invoices under the Sales page the same invoice has no "emailed" status. 

      As per my attachment with shows the invoice under the Sales register aand than the actual invoices Activity history.

      • Earl_HD's avatar
        Earl_HD
        MYOB Moderator

        Hi Albare,

        My apologies. In such cases, we just need to wait for the status to update. If the status remains unchanged, you can try sending the invoice by email again. This action triggers an update on the back end and ensures that the Activity column is also updated accordingly.

        To prevent any inconvenience for your customers due to repeated invoice emails, it might be best to send it to your email first.

        Feel free to post again, we're happy to help! 

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

        Regards,
        Earl