Issue Emailing Negative Invoices in MYOB
Hi all, Can invoices with a negative amount be emailed through MYOB? When I create an invoice with a negative total, (instead of using the credit note function) the delivery status shows as “To be ...
Forum Discussion
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
