Forum Discussion

FTA123's avatar
FTA123
Experienced User
5 years ago
Solved

Send invoices to multiple customers

Hi I am wanting to send invoices to multiple customers in one go.   I understand I should go into the "Sales" Command Centres under "Print/Email Invoices"   But then I'm lost.   Each "Sales Ty...
  • FTA123's avatar
    FTA123
    5 years ago

    Ok thanks again

FTA123's avatar
FTA123
Experienced User
5 years ago

Great! Thank you very much.

 

Is there a way to make the default for "Invoice Delivery Status" to be To Be Emailed?

Komal_S's avatar
Komal_S
MYOB Staff
5 years ago

Hi FTA123 

 

The status can be set as default in the Selling Details of each customer's card file as shown:

 

 

However, please note that it would only take effect for future invoices. For all the invoices that have been already raised, you would have to change the status in the invoices itself.


Please let me know if you have any questions.

  • FTA123's avatar
    FTA123
    Experienced User
    5 years ago

    Thanks Komal

     

    This will require going into each individual card.

     

    Is there a setting where we can do it for ALL customer cards in one go?

     

    Thanks again

    • Komal_S's avatar
      Komal_S
      MYOB Staff
      5 years ago

      Hi FTA123 

       

      Unfortunately, it can only be done individually from the cards. There is no bulk way of doing so. 

      • FTA123's avatar
        FTA123
        Experienced User
        5 years ago

        Ok thanks again

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