Automated linking of sales/supplier invoices - can we stop customers turning this on yet?

Hi H-TS 

Just to add to Haydes 's comment in relation to private messages, due to circumstances outside of our control the private message system on this has been temporarily disabled for all users at this time.

Hi H-TS 

Perhaps Haydes can provide insight into where we sit from a development team point of view.

However, currently any invoices that are sent using the MYOB Invoice portal will have the option to Link to MYOB. This will allow the recipient of that invoice to have your invoices sent directly to their company file's In Tray. It should be noted, that overall, this is the direction that invoicing is heading for a large number of business as Government initiatives do look to impose e-invoicing on users in some fashion or another.

Thanks Steven_M 

That is great, if you actually deal with large government departments but we have a lot of small business or general public customers. We want them to receive a lump sum invoice for the work we've quoted. In the background, we want to allocate the income to different GL accounts such as labour, transport, etc. We don't want the customer seeing our breakdown - it's none of their business and at the moment if they choose to "link to myob" they would receive this information.

This should be an OPT IN preference, not a default setting.

Hi H-TS 

I think it's worth point out how the Link to MYOB function actually works in relation to company files and invoices. 

When that option is enabled, the sender of the invoice will send the invoice through to the customer (as with any normal sales process). At that point, the emailed invoice is sent through to the Online Invoice Portal and is also sent through to that recipient's In Tray. If you have that option enabled and create an invoice for that customer but never send it, such as what you are describing with only sending them an invoice for lump um work, then that invoice is not seen or reached to the recipient. It's only seen by that recipient and their In Tray when it is emailed to that recipient, the creation of the invoice doesn't automatically make it flow through to the recipient.

Hi, 

I am still emailing the invoices but our invoice template only shows the total value not the individual line items. Which is fine, unless they decide to link their file to MYOB. So to get around that, I need to enter it as a lump sum, send the invoice just in case they have chosen that option since I have no way of knowing from my end, then reopen the invoice to put the correct breakdown in and save the invoice again without resending. At least, that's how it was explained to me last time I asked. The portal version doesn't change unless I send the invoice again.

Convenient for the recipient. Not so for me.

If we can't opt out, I'd at least like to know that the recipient has linked their file to ours so I could only do this double-step when necessary. 

Hi Haydes 

Could you please give me an update? I tried following your instructions on my original post: 

"Last note: I'm always wanting to see feedback for what I work on, if you have anything that you want to see or have something that bothers you around the services in my signature feel free to send me a Private Message on this Forum and I'll get an email. You can send me a PM by clicking my Username and then clicking Send Message on the next page."

But the PM system says you have turned off PMs and I can't send the message.

I am really not comfortable with this current setup and I do not want to send from Outlook. I have multiple email accounts on my PC and can't make MYOB send from a specific one. If I export a report to Excel then share as a PDF, even if the pop up email window has the address I want to send from, the actual sent email ends up in a different sent box. I think it's probably a microsoft issue rather than MYOB but it means that the workarounds offered are not suitable. And I shouldn't need a workaround. I should be able to opt out of this feature. I am pretty sure we have NOT given permission for this data to be sent to our customers in this format.

Thanks for linking them up Haydes 

Further to this mess, it appears that if I go back and change the data too quickly, the customer is getting my second version, not the version I actually send! 

A customer just sent this back to me today - their invoice should have had three separate amounts - one on each line. After emailing the invoice, I went back and changed it but the customer received the second version. This is contrary to what I was told about how this works. 

PLEASE PLEASE PLEASE let us opt-out of this feature! It makes me look very unprofessional.