Forum Discussion

WhiskST's avatar
WhiskST
Contributing User
5 months ago

Automatically sending invoice after job completion

Hi there, I want to be able to automatically send an invoice after the job has been completed. Can you assist with this?   I understand there is an option in preference to send an invoice after a ...
  • Princess_R's avatar
    Princess_R
    4 months ago

    Hi WhiskST,

     

    I get that you're looking for a feature that allows functions to be served when you convert an order into an invoice and print the invoice. Currently, this feature is not available in our system. I recommend posting this suggestion on our Ideas board. Our developers regularly review the Ideas board for consideration in future updates. Thanks for your understanding and contribution!

     

    Feel free to get in touch if you need more help.

     

    Cheers,

    Princess

Genreve_S's avatar
Genreve_S
MYOB Moderator
5 months ago

Hi WhiskST,

 

I know it can be a bit confusing with some customers wanting invoices emailed and others not. You can customize your settings so the application either prints or emails invoices automatically after creation. Alternatively, you can go to each customer card and specify whether their invoices should be emailed, printed, or both. Check out the article 'Email, SMS or Print Sales' for detailed instructions on setting this up in your file.

 

If you have any other questions or need further assistance, feel free to start a new thread.

 

Thanks,
Genreve

  • WhiskST's avatar
    WhiskST
    Contributing User
    5 months ago

    Thanks Genreve,

    The above works for order generation. However the functions are not served when you convert the order into an invoice and print the invoice. Only on completion is the invoice required to be sent with the payment applied.

    Any other suggestions?

    • Princess_R's avatar
      Princess_R
      MYOB Moderator
      4 months ago

      Hi WhiskST,

       

      I get that you're looking for a feature that allows functions to be served when you convert an order into an invoice and print the invoice. Currently, this feature is not available in our system. I recommend posting this suggestion on our Ideas board. Our developers regularly review the Ideas board for consideration in future updates. Thanks for your understanding and contribution!

       

      Feel free to get in touch if you need more help.

       

      Cheers,

      Princess

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