Forum Discussion

Cara4444's avatar
Cara4444
Member
11 months ago
Solved

How to I determine the status of my invoice?

 At the moment I don't know if my invoices have been sent or not, unless I'm doing something wrong.
  • Maggie-Solo's avatar
    Maggie-Solo
    2 months ago

    Hey MP1MP​ if you're sending your invoices out via the Email invoice feature in Solo you'll receive a Cc'd copy of the invoice to the email you've set up in Solo. To check you've set up the correct invoice for the Cc head to More > Invoice settings > Invoice email settings. There you will be able to check or add the correct email address under the Reply-to email.

    When you send your invoice make sure you have the Cc toggle switched to on (it should be purple) and then you'll get that notification in your inbox that you're invoice has been sent.

    Give us a shout if you need a hand setting this up!

EffMass's avatar
EffMass
Contributing User
7 months ago

Hi, I have the same question and the reply here does not answer it.  I often start an invoice and save it as a 'draft'.  In Solo, there appears to be no way to distinguish a Saved invoice and one which has been Saved and Sent (by whatever means).  As a system designer/business analyst I feel that this is a fairly fundamental requirement.  It surely is a business requirement to know if invoices have 'NOT' been sent.

Han-Solo's avatar
Han-Solo
MYOB Staff
7 months ago

Hi EffMass​ 

Thanks for raising this, you're absolutely right, and we really appreciate the feedback.

At this stage, there isn’t a dedicated field or status to show whether an invoice has been sent, and we completely understand how important that visibility is. I 100% agree with you, and I’m already having a chat with our design team about it.

We’ve got a lot of updates in the pipeline, and this would be a great one to get on the list. I’ll make sure your feedback is included in that conversation.

Thanks again for taking the time to share your perspective - it really helps shape where we go next.

Thanks, 
Hannah

  • MP1MP's avatar
    MP1MP
    Member
    2 months ago

    Hi! I’m in the same boat. I’ve drafted invoices, and not sent them, and then later I’ve sent one but I can’t tell if the one that I thought I had saved as a draft has actually sent. From my end it looks like I’ve sent the same invoice, but can’t tell. A feature to differentiate would be very helpful. 

    • Maggie-Solo's avatar
      Maggie-Solo
      MYOB Staff
      2 months ago

      Hey MP1MP​ if you're sending your invoices out via the Email invoice feature in Solo you'll receive a Cc'd copy of the invoice to the email you've set up in Solo. To check you've set up the correct invoice for the Cc head to More > Invoice settings > Invoice email settings. There you will be able to check or add the correct email address under the Reply-to email.

      When you send your invoice make sure you have the Cc toggle switched to on (it should be purple) and then you'll get that notification in your inbox that you're invoice has been sent.

      Give us a shout if you need a hand setting this up!

      • EffMass's avatar
        EffMass
        Contributing User
        2 months ago

        This is NOT a solution but an existing feature!!! Users should not have to check another system to see if an invoice has been sent. Paid invoices are flagged as 'Paid' - surely this 'status' can be set to 'Sent' when successfully sent from the system. 

        As an ex programmer and business analyst I can tell you that this is a very simple solution. 

        I have several other things I would like to see changed such as carrying basic invoice details through from screen to screen when, for example, a payment is recorded,. 

        If I can find a different package to use, I'll be changing.  Too many times your system is unavailable.

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