Autogenerate Recurring Invoices
Hi Folks I thought this was a feature - or was coming. Autogenerated recurring invoices that can be emailed automatically for standard recurring monthly charges. It seems this is not yet ...
Forum Discussion
Hi SamaraM
Thanks for your reply - still not there yet - yes recurring will recreate invoices - understood.
You then say - these WILL NOT be sent out automatically - OK - understood.
Then you say - setup INVOICE REMINDERS - you say
"This automatically sends invoices to all or specific customers and you can choose how often and how close to a due date it will send it out." - but that is not how I read it - shouldn't that read 'INVOICE REMINDERS'.
We do not have debtor problems - do not. We do not use this feature and 98% of our debtors are < 14 days.
What I would like was that MYOB auto generates a regular invoice that is the same monthly - AND SENDS IT ON A CERTAIN DATE OF THE MONTH.
I don't think this is possible in the current MYOB setup.
The DOC
Hi The_Doc
Apologies, for the confusion on my previous response. With what it sounds like you are asking, you would like to have 1) invoice created automatically on a monthly basis 2) have a day of the month it is sent out.
So you can either have the system remind you to create it, or have it record those transactions automatically.
But this would just create the transaction. You would then need to set an invoice reminder so customers would get an invoice at the specific date of month you prefer.
So the recurring invoice creates it, then the invoice reminder you set as a specific date emails it.
Here is more information on both of those features:
Please let me know if you have any further questions.
If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.
