Overdue Invoice Reminders
I am just wondering why the automatic overdue invoice reminders looks at the last emailed address and not the email address on the customer card. We send an invoice to a customer and they respond as...
Forum Discussion
Have the same problem, just noticed that it send to the last email as I send the invoice to the client and a copy to our own department which requested the invoice.
Sometimes a family request an invoice to be sent to an organisation and now I noticed the family received the reminder instead of the organisation whom is paying.
So the last person send doesn't have to be the person paying, but the email address on the card is paying. I have received complaints due to this.
It is maybe how MOYB thinks it should work but practical it doesn't.
Sorry just read your reply correctly, MYOB you say the reminder goes to whom the invoice was orginal send.
Maybe MYOB you can check your set up as the reminder is send to the last person you send the invoice to not the first person.
Hi SPELDNZ
Thanks for your post. Depending on your set up, invoice reminders will be automatically sent to all customers who have been emailed invoices. If you don't want to send reminders to certain people, you can turn off reminders for them specifically by visiting their customer cards.
You seem to be missing the whole point that you maintain customer email addresses on their customer card.
If you change an address, MYOB then sends a reminder email to the last email address that was used, which is NOT the current address.
Similarly if you need to email an invoice to someone internally, MYOB then sends them a reminder. I've had to instruct staff to print to PDF, save a copy and then email to other staff, which is one more step than it needs to be since there is an email invoice function in the software.
It's great that there is this functionality to save time on manually sending reminders but there's still a huge flaw in the way it works. If you store customer email addresses on their card, why would this not be referenced for the reminder emails??
