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joshklat's avatar
joshklat
Contributing Cover User
1 year ago

AccountRight Desktop marking invoices as Already Printed or Sent even though they haven't been

Hi,   I use Outlook to send all invoices to my clients from AccountRight desktop software.  All of our customers are setup in their card files as Invoice Delivery: To be Emailed.   Our process: ...
Genreve_S's avatar
Genreve_S
MYOB Moderator
1 year ago

Hi joshklat,

 

There are certainly situations where it's best to have the sales automatically be set to "to be emailed" after converting them. However, there currently is no option for that in the application. The program copies all information from the quote/order as a basis for the conversion including the "already printed or sent" status. A workaround to this is to edit the delivery status of the sale while converting it. 

As for the additional option, it might be best to create a new post on the Ideas Exchange board for this. 

 

Let us know if you need any other help.

 

Thanks,

Genreve

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