I have a recurring invoice that gets generated for a customer each month. I would like to automatically send the invoice to the customer when it is automatically generated by myob. How can I do this? Currently it only generates the invoice but does not give the customer any indication that they owe money or have an invoice for them. A reminder is too late - it needs to be sent at the same time as the invoice is generated. It seems like such a basic function but I cannot figure out how to do this. Is anyone able to help? I dont want to have to manually find the invoice and click "send" each month - this should be happening automatically.

Hi RayTaylor,Ensure that you have set up the recurring invoice in MYOB Business. This involves creating an invoice template that will be used for each recurring instance. Additionally, MYOB automatically creates transactions based on the recurring transaction schedule you've chosen. I recommend visiting this help page that will assist you in resolving this issue: Recurring transactions.I hope this helps!Regards,Earl

That was not helpful at all. I dont want to manually have to log into myob to send the invoice. I want it to email the invoice automatically after it has been automatically created according to the schedule. It is not very good that a recurring invoice can be scheduled but myob misses the most basic function of emailing it. We may need to look at Xero or Freshbooks instead.

You're right RayTaylor,You'll need to manually send the invoice from MYOB. However, building on the fantastic information about Recurring Transactions that Earl_HD has already given - there is an option to print or email the invoice automatically at the point of sale and then follow up with reminders. Under Setup>>Preferences>>Sales look for Automatically Email Sales When they are Recorded.From there you'll be able to customise your email reminders by selecting X (your preferred number of days) either before or after the due date. We'll walk you through the set-up process over on our website - Setting up invoice remindersThanks,PrueMYOB

I had to remove your solution mark as your post was not a solution. I cant see a setup > preferences menu. There is the settings cog in the top right>>sales settings but there is no option labelled "automatically email sales"

Hey RayTaylor, My bad here sorry! I've given you the steps to switch the feature on in AccountRight. In MYOB Business Lite you'll need to send the invoice manually once created and then you'll be able to set up your automatic reminders. I recommend heading to the MYOB Business Ideas Exchange to submit a request for the feature across our MYOB Business plans, as our development team keeps a close eye on the most popular suggestions.Thanks again PrueMYOB

How do I automatically email a recurring invoice in MYOB Business?

12 Replies

Earl_HD
MYOB Moderator
1 year ago
Hi RayTaylor,

Ensure that you have set up the recurring invoice in MYOB Business. This involves creating an invoice template that will be used for each recurring instance. Additionally, MYOB automatically creates transactions based on the recurring transaction schedule you've chosen. I recommend visiting this help page that will assist you in resolving this issue: Recurring transactions.

I hope this helps!
Regards,
Earl
- RayTaylor
  Contributing User
  1 year ago
  That was not helpful at all. I dont want to manually have to log into myob to send the invoice. I want it to email the invoice automatically after it has been automatically created according to the schedule.
  
  It is not very good that a recurring invoice can be scheduled but myob misses the most basic function of emailing it. We may need to look at Xero or Freshbooks instead.
  - PrueMYOB
    MYOB Moderator
    1 year ago
    You're right RayTaylor,
    
    You'll need to manually send the invoice from MYOB. However, building on the fantastic information about Recurring Transactions that Earl_HD has already given - there is an option to print or email the invoice automatically at the point of sale and then follow up with reminders.
    
    Under Setup>>Preferences>>Sales look for Automatically Email Sales When they are Recorded.
    
    From there you'll be able to customise your email reminders by selecting X (your preferred number of days) either before or after the due date. We'll walk you through the set-up process over on our website - Setting up invoice reminders
    
    Thanks,
    PrueMYOB
nicole0404
Member
8 months ago
Is this the same in Business Pro? I also can not get a recurring invoice to auto email. This is very frustrating.
- Doreen_P
  MYOB Moderator
  8 months ago
  Hi nicole0404,
  
  Yes, it's the same with MYOB Business Pro. You'll need to manually send those invoices out to customers. You do have the option to set a reminder, so you'll get a heads-up when it's time to email them. Here's a link on how to do that. If you'd like to see automatic emailing added down the track, feel free to post it on our MYOB Business Ideas Exchange board. Our team keep an eye on what's getting requested.
  
  Cheers,
  Doreen
Doreen_P
MYOB Moderator
8 months ago
Hi JamesESP,

You're right, there's no option to automatically send invoices once they're created. You'll need to manually send them off when you're ready. If having an automatic emailing feature for invoices would be handy for you, you can pop the idea onto our MYOB Business Ideas Exchange Board. That’s where our brilliant community shares suggestions for features they’d love to see, and it’s a great way to contribute to future updates.

Cheers,

Doreen
- byobookkeeping
  Member
  6 months ago
  The oldest comment of this is 5 years ago - is there any point in adding this to idea's board? This is a very overlooked request. Please do better MYOB
  - Princess_R
    MYOB Moderator
    6 months ago
    Hi byobookkeeping,
    
    Waiting ages for your idea to get attention isn’t great, and at MYOB, we truly value every suggestion our customers share. That’s why we’ve revamped our feedback process, introducing a formal product feedback loop to make sure anything you post, vote on, or comment about in our Ideas Board is reviewed regularly by our product teams.
    
    You can definitely add this as a feature suggestion by creating a post on our new Ideas board. The more votes it gets, the better chance it helps shape the next features we roll out.
    
    Cheers,
    MYOB
roantrust
Contributing Cover User
3 months ago
Incorrect MYOB - you do not value customer feedback or in fact your customers at all. I've just spent 35 minutes on to technical support being lied to again with the company ;line. Since Essentials was upgraded several years ago the functionality of the addressee's name appearing in recurring invoices has ceased. So this now see us spending a massive amount of time manaully entering those details into every in voice each month - and then manually emailing them for recurring invoices. Are you serious, maybe you need some kindergarten kid to come in and wirte the code foer you..
Hours and hours each month.
Lies for years "technical support are looking int the issue".
Recurring monthly invoices which automatically email and ahve the client contact names is about a basc need as you can get and your poeple cant work this out!!!!

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How to automatically email recurring invoice?

12 Replies

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