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JeremyH's avatar
JeremyH
Contributing User
11 months ago
Solved

Previewing invoices

Is there a way to preview the invoices before recording the invoice?
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JeremyH's avatar
JeremyH
Contributing User
11 months ago

Hi Princess_R

 

Thank you for your reply.

 

When I click on the print button and select preview I get this message saying the invoice will be recorded before I am able to preview the invoice.

 

When I click ok on the prompt it records the invoice and since we have 'Transactions CAN'T be Change; They Must be Reversed' ticked, the invoice can't be modified to add more items on to the invoice.

 

Regards

JeremyH

  • Princess_R's avatar
    Princess_R
    MYOB Moderator
    11 months ago

    Hi JeremyH 

     

    So sorry for the confusion earlier. You can't actually preview the invoice before recording it. You can only do that after you've saved the invoice. To make changes to the invoice transaction, first untick the setting: Transactions can't be changed; they must be reversed for you to be able to edit and add other items to the transaction. Additionally, if you would like to see this as a feature in possible future updates, I would recommend posting this as a suggestion on our AccountRight Idea exchange board for our developers to review and consider. Let me know if you need further assistance.

     

    Cheers,

    Princess

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","body@stringLength":"75","rawBody":"

Is there a way to preview the invoices before recording the invoice?

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Is there a way to preview the invoices before recording the invoice?

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Hi Princess_R

 

Thank you for your reply.

 

When I click on the print button and select preview I get this message saying the invoice will be recorded before I am able to preview the invoice.

 

When I click ok on the prompt it records the invoice and since we have 'Transactions CAN'T be Change; They Must be Reversed' ticked, the invoice can't be modified to add more items on to the invoice.

 

Regards

JeremyH

","body@stringLength":"851","rawBody":"

Hi Princess_R

 

Thank you for your reply.

 

When I click on the print button and select preview I get this message saying the invoice will be recorded before I am able to preview the invoice.

 

When I click ok on the prompt it records the invoice and since we have 'Transactions CAN'T be Change; They Must be Reversed' ticked, the invoice can't be modified to add more items on to the invoice.

 

Regards

JeremyH

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url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 5%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,24A12,12,0,1,0,0,12,12,12,0,0,0,12,24Zm1.82-10.71a1.2,1.2,0,0,0-1.2,1.2v4.2h-3s0-7.2,0-7.8h3v.89A3.72,3.72,0,0,1,15,10.91c1.78,0,3,1.29,3,3.78v4H15v-4.2A1.2,1.2,0,0,0,13.82,13.29ZM6.91,9.69h0A1.47,1.47,0,0,1,5.4,8.2,1.44,1.44,0,0,1,6.93,6.75a1.47,1.47,0,1,1,0,2.94Zm1.51,9h-3v-7.8h3Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .instagram a:before {\n background: 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Hi JeremyH 

\n

 

\n

So sorry for the confusion earlier. You can't actually preview the invoice before recording it. You can only do that after you've saved the invoice. To make changes to the invoice transaction, first untick the setting: Transactions can't be changed; they must be reversed for you to be able to edit and add other items to the transaction. Additionally, if you would like to see this as a feature in possible future updates, I would recommend posting this as a suggestion on our AccountRight Idea exchange board for our developers to review and consider. Let me know if you need further assistance.

\n

 

\n

Cheers,

\n

Princess

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