Forum Discussion

SpecoDeTomaso's avatar
SpecoDeTomaso
Member
9 days ago

Invoice download from customer statement

My business has just started with MYOB.

 

A customer recently received a statement, with an unpaid invoice listed. They wanted to download a copy of the invoice.

 

Next to the invoice number on the statement is a comment 'No details available'.

 

When the customer moved the cursor over this comment, another comment appeared 'This invoice can't be viewed online. Contact' .

 

How do I set up the statement to allow customers to download unpaid invoices from those listed?

Where do the 'Contact' details sourced to complete this comment?

1 Reply

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    8 days ago

    Hi SpecoDeTomaso,

     

    Thanks for posting and welcome to MYOB. We appreciate you describing how you tried to access the invoices. This usually means the invoice is showing on the statement, but it hasn’t been shared as an online invoice yet.

     

    To fix it, open the invoice in MYOB and send or share it from there. Once it’s been sent as an online invoice, the customer should be able to open it instead of seeing “No details available”.

     

    So this is usually about the invoice setup, not the statement setup itself.

     

    I couldn’t confirm exactly what you meant about where the “Contact” details come from. Can you clarify what you meant? 

     

    Regards,
    Genreve 

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