Forum Discussion

AshleyR's avatar
AshleyR
Experienced User
2 years ago

MYOB online invoices/statements vs desktop

Hi

 

I use the desktop version for day-to-day processing, but because the desktop version of 'invoices reminders' isn't working anymore, I use the online myob version to set them up.  Since I set up the invoice reminders online, I also did auto statements.  However, what I can't tell is what my clients are seeing.  When the invoice reminders and statements are sent, is myob online using the custom templates I've created in the desktop version?  Or is it using an online default template?  When I look at Templates in the Sales Settings (online), it lists my custom templates but it doesn't show what's 'selected'. 

When I then looked at my invoices via the online portal, it didn't know what template to use and asked me to select a template.  When I chose the template I use for the desktop version, it didn''t display correctly (cut off the bottom of the invoice where the Total appears).  So now I'm concerned about what my clients are seeing with Invoice Reminders (both what template it's using and whether or not it's cutting off the bottom if it's using my templates).  

 

Is the desktop version of 'Invoice Reminders' going to be fixed?  It's been a while. 

  • Hi AshleyR 

     

    Welcome to the MYOB Community Forum, I hope you'll find it a wealth of knowledge.

     

    In this matter, When you enable invoice reminders, your customer will received an email reminder. Here's what it might look like. 

     

     

    Your customer will received an email that will give them access to their list of unpaid, online invoices. By clicking View unpaid Invoices emailed to you at the bottom of the email, they'll be able to see how long their payments have been overdue an pay them on the spot. If you use Online Invoice Payments, your customer will be able to select multiple invoices and pay them all online in one go. 

     

    You can check on this Help Article: Online invoices payments. 

     

    Feel free to post again If you need further assistance with this. I'm happy to assist you. 

     

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

     

    Cheers, 

    Cel

     

    • AshleyR's avatar
      AshleyR
      Experienced User

      Thanks for the fast reply, Cel.

       

      What about statements?  How do they look to the client?  Is it using my template in the desktop version?  When I did a test lookup using the online facility, it's cutting off the bottom of the statement. 

       

      **Pls disregard Cel.  I contacted one of my trusted clients and she showed me what she receives.  All good.