Issue Emailing Negative Invoices in MYOB

Hi IFMsolutions,

I can see why that'd be a bit confusing when it says "To be emailed" but then doesn't show up. This one's usually just a filter issue, not a system limitation. Invoices with a negative total won't always appear unless the filters are set to include them. Here's a handy guide on emailing invoices for reference: Customer returns, credits and refunds. You'll find the steps under "To print or email a customer credit", which covers negative invoices as well.

Regards,

Sai

Thanks Sai,

It does appear to be a filtering issue.

The limitation is that only one filter can be selected at a time. When the Credit filter is applied, all regular invoices ready to be sent are removed. If All Sales or Invoices is selected instead, the credit invoice does not appear as “to be emailed.”

There does not seem to be a filter that includes both invoices and credits together, so a two-step process is required to ensure all documents are sent.

This increases the risk of items being missed. 

Am I correct in my assessment?

Hi IFMsolutions, 

Thanks for the follow‑up. You’re spot on, it is a filtering limitation, and the way it works does mean you need that two‑step check, which can be a bit risky if the filters are missed.

That said, emailing credit notes to customers isn’t usually part of most day‑to‑day workflows, so in practice it’s mostly standard invoices going out in one hit. But I completely get what you’re saying, having to switch filters does leave room for human error.

Cheers,
Genreve