How to automatically email recurring invoice?
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 t...
Forum Discussion
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 reminders
Thanks,
PrueMYOBI 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"
