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. 

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. 

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. 

Hi Wolfie2011 

If your Payroll Activity report, Payroll Register report and STP report all balance and are correct, try doing a $0 pay for the effected employee to push the correct amounts through to the Finalisation.

You should remove the attachments  on your post as they contain confidential pay information.

Cheers 

Tracey

Hi  

If your Payroll Activity report, Payroll Register report and STP report all balance and are correct, try doing a $0 pay for the effected employee to push the correct amounts through to the Finalisation.

You should remove the attachments  on your post as they contain confidential pay information.

Cheers 

Tracey

Thanks for the response, unfortunately the final STP report is incorrect.

Thanks for the response, unfortunately the final STP report is incorrect.

Hi Wolfie2011 

Just to clarify, do you mean the verification report in EOFY Finalisation is incorrect?

Yes, the finalisation verification is incorrect and having gone through the missing figures I can see that it has something to do with the last pays that were processed for one employee only.  All the other payroll reports correspond with one another. To make sure I had the right figure I produced a report \"Payroll reporting - employer paid period, ATO reporting category\" and this has the correct figures.  Eg. Gross payments and payg marry up with Activity summary and other payroll reports. But the figure from the EOFY Finalisation Verification is less.

Hi Wolfie2011 

Try doing the $0 pay to push the correct amounts through to the verification report.  There has been issues with verification reports not pulling all data through but the $0 pay update event is solving this for most people.

Cheers

Tracey

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

Hi ,

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

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

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

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\"  

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

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