Forum Discussion

Crompton's avatar
Crompton
Partner
2 months ago

Further to the Current MYOB issue with Email invoices

There is a further problem with the above and it does relate to emailing.  If a customer is on credit HOLD and they want a copy of the invoice, you first have to take the customer of hold, send the invoice and then remember to put them back on HOLD, may not be difficult on a one user basis, but when you have multiple staff handling  customers, the slip ups being made in not returning the customer to CREDIT HOLD is very  prevalent and dangerous and costly.

  • Isaiah_C's avatar
    Isaiah_C
    MYOB Moderator

    Hi Crompton,

     

    I understand that it's a challenge to remove the credit hold before sending invoices. Your feedback is important to us. If you have any suggestions to improve this feature, please submit them on our Ideas Board. We regularly review customer suggestions to enhance our services.

     

    Regards,

    Sai