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MaxCoombes's avatar
MaxCoombes
Contributing Cover User
3 years ago

Thing in Browser that need to be sorted

Our process for a sale is to place the order and send it out to get a deposit and once the product is installed invoice out to client for balance, this is through Myob AR
At the moment I have to use the desktop version to send out the order so switching between the 2 settings (as I like the layout of the invoice pdf in the cloud)
Have I missed where the “order” format is or isn’t it in the new cloud version?
If it’s not in there hope they add it very soon.
 
Also we go to different property addresses (under the one billing address) and the new version won't let me put in the property address only the billing address?  Have I missed something here?
  • CloverQ's avatar
    CloverQ
    Former Staff
    3 years ago

    Hi MaxCoombes 

     

    There are number of features that AccountRight desktop version has but yet to be added to the browser version, sales order is one of them - Features still to come. I too hope it will be added in the near future.

     

    I'm not sure where exactly you'd enter the property address at in the AccountRight desktop version, in the browser version in each customer contact you can enter their billing address as well as the shipping address. If you need to enter more addresses for that customer then it would need to be done in the desktop version, which allows up to 5 addresses stored in customer cards.

    • MaxCoombes's avatar
      MaxCoombes
      Contributing Cover User
      3 years ago

      Thank you for your reply.

       

      I deal with multipul protperties under 1 account.  The desktop version automatically allows comes up with the 'Ship to:' address for me to change.

      The Brower Version doesn't it automatically comes up with the Billing address and just wondering if there is anyway to change this.

      • CloverQ's avatar
        CloverQ
        Former Staff
        3 years ago

        Hi MaxCoombes 

         

        Apologies for the delayed response.

         

        The browser version of AccountRight, the sales transactions will always use the billing and shipping address entered in customer contacts, I'm afraid that there isn't the option to enter shipping address as you go when recording the sales transactions. So it means you can either go in the customer contact using the browser version, edit the Billing/Shipping Address information then print/send the recorded invoice/order, or use AccountRight desktop version to record sales orders instead.

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