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Paddlepopstick's avatar
Paddlepopstick
11 months ago
Solved

Set default Invoice Delivery Status to 'to be emailed'

Hi,   Is there a way to set the invoice delivery status as 'to be emailed' as default. Several new customer cards get created everyday and it's left to me to manually go and change each one and it...
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  • Mike_James's avatar
    Mike_James
    6 years ago

    Hi RebekahIWS , to install 2019.2.1 you will need to uninstall the existing 2019.2.0 first, via Add Remove Programs. You can do this quite safely, your data file will not be affected.

     

    I suggest you do the following:

    - close AccountRight

    - uninstall 2019.2.0 via Add remove programs.

    - if you do not have the installer download it from www.myob.com.au/downloads and save it to your downloads folder. Make sure you pick the correct version of AccountRIght, ie 2019.2.1, and probably the PC edition.

    - Open the downloads folder, right-click on the installer, and choose Run as Administrator

    - Run AccountRight from the desktop icon.

    - Check that your program is opening in 2019.2.1 via Help, About...

Doreen_P's avatar
Doreen_P
MYOB Moderator
11 months ago

Hi Paddlepopstick,

 

Thanks for your post.

 

I totally get how frustrating it must be to have to change invoice delivery manually. But here's a tip: you can set it to 'To Be Emailed' by heading to the customer card file, then Selling Details, and adjust the 'Invoice Delivery' there. It'll become the default for that specific customer. Your feedback is golden, so please drop a post on our AccountRight Ideas Exchange board for consideration.

 

Feel free to post again anytime if you require further assistance. 
 
If my response has answered your inquiry, please click "Accept as Solution" to assist other users in finding this information.

 

Best regards,

Doreen

  • Paddlepopstick's avatar
    Paddlepopstick
    11 months ago

    Hi Doreen,

     

    Thanks for the reply. But here's a tip: Read my post correctly before offering tips that just re-iterate my post.

     

    I could add it to the 'AccountRight Ideas Exchange Board' but seeing very similar posts from 10-12 years ago gives me non-existent hope that the 'AccountRight Ideas Exchange Board' actually listens to the ideas of its customers.

     

    I will mark your answer as a solution, a solution to a flaw in the 'AccountRight Ideas Exchange Board'.

     

    Have a great day Doreen :)

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default Invoice Delivery Status to 'to be emailed'","id":"message:867993","revisionNum":1,"repliesCount":4,"author":{"__ref":"User:user:331002"},"depth":0,"hasGivenKudo":false,"board":{"__ref":"Forum:board:Sales_and_Purchases"},"conversation":{"__ref":"Conversation:conversation:867993"},"readOnly":false,"editFrozen":false,"moderationData":{"__ref":"ModerationData:moderation_data:867993"},"body@stripHtml({\"truncateLength\":200})":" Hi,   Is there a way to set the invoice delivery status as 'to be emailed' as default. Several new customer cards get created everyday and it's left to me to manually go and change each one and it...","body@stringLength":"298","rawBody":"

Hi,

 

Is there a way to set the invoice delivery status as 'to be emailed' as default.

Several new customer cards get created everyday and it's left to me to manually go and change each one and it is very time consuming and frustrating.

 

Thanks 

","kudosSumWeight":0,"postTime":"2024-05-13T11:30:28.917+10:00","images":{"__typename":"AssociatedImageConnection","edges":[],"totalCount":0,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"attachments":{"__typename":"AttachmentConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"tags":{"__typename":"TagConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[{"__typename":"TagEdge","cursor":"MjUuM3wyLjF8b3wxMHxfTlZffDE","node":{"__typename":"Tag","id":"tag: Desktop","text":" Desktop","time":"2014-01-09T22:32:13.037+11:00","lastActivityTime":null,"messagesCount":null,"followersCount":null}}]},"timeToRead":1,"currentRevision":{"__ref":"Revision:revision:867993_1"},"latestVersion":null,"metrics":{"__typename":"MessageMetrics","views":173},"visibilityScope":"PUBLIC","canonicalUrl":null,"seoTitle":null,"seoDescription":null,"isEscalated":null,"placeholder":false,"originalMessageForPlaceholder":null,"messagePolicies":{"__typename":"MessagePolicies","canModerateSpamMessage":{"__typename":"PolicyResult","failureReason":{"__typename":"FailureReason","message":"error.lithium.policies.feature.moderation_spam.action.moderate_entity.allowed.accessDenied","key":"error.lithium.policies.feature.moderation_spam.action.moderate_entity.allowed.accessDenied","args":[]}}},"archivalData":null,"customFields":[],"body":"

Hi,

 

Is there a way to set the invoice delivery status as 'to be emailed' as default.

Several new customer cards get created everyday and it's left to me to manually go and change each one and it is very time consuming and frustrating.

 

Thanks 

"},"Conversation:conversation:867993":{"__typename":"Conversation","id":"conversation:867993","solved":true,"topic":{"__ref":"ForumTopicMessage:message:867993"},"lastPostingActivityTime":"2024-08-26T14:20:03.242+10:00","lastPostTime":"2024-08-26T14:20:03.242+10:00","unreadReplyCount":4,"isSubscribed":false},"ModerationData:moderation_data:867993":{"__typename":"ModerationData","id":"moderation_data:867993","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":"member"},"Revision:revision:867993_1":{"__typename":"Revision","id":"revision:867993_1","lastEditTime":"2024-05-13T11:30:28.917+10:00"},"AcceptedSolutionMessage:message:868035":{"__typename":"AcceptedSolutionMessage","id":"message:868035","conversation":{"__ref":"Conversation:conversation:867993"},"author":{"__ref":"User:user:291050"},"revisionNum":1,"uid":868035,"depth":1,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:Sales_and_Purchases"},"parent":{"__ref":"ForumTopicMessage:message:867993"},"subject":"Re: Set default Invoice Delivery Status to 'to be emailed'","moderationData":{"__ref":"ModerationData:moderation_data:868035"},"body":"

Hi Paddlepopstick,

\n

 

\n

Thanks for your post.

\n

 

\n

I totally get how frustrating it must be to have to change invoice delivery manually. But here's a tip: you can set it to 'To Be Emailed' by heading to the customer card file, then Selling Details, and adjust the 'Invoice Delivery' there. It'll become the default for that specific customer. Your feedback is golden, so please drop a post on our AccountRight Ideas Exchange board for consideration.

\n

 

\n

Feel free to post again anytime if you require further assistance. 
 
If my response has answered your inquiry, please click \"Accept as Solution\" to assist other users in finding this information.

\n

 

\n

Best regards,

\n

Doreen

","body@stripHtml({\"removeProcessingText\":true,\"removeSpoilerMarkup\":true,\"removeTocMarkup\":true,\"truncateLength\":200})@stringLength":"213","postTime":"2024-05-13T14:40:03.398+10:00","lastPublishTime":"2024-05-13T14:40:03.398+10:00","images":{"__typename":"AssociatedImageConnection","edges":[],"totalCount":0,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"attachments":{"__typename":"AttachmentConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"solution":true,"metrics":{"__typename":"MessageMetrics","views":256},"placeholder":false,"originalMessageForPlaceholder":null,"videos":{"__typename":"VideoConnection","edges":[],"totalCount":0,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"isEscalated":null,"entityType":"FORUM_REPLY","eventPath":"category:AccountRight/category:Support/community:myobboard:Sales_and_Purchases/message:867993/message:868035","readOnly":false,"editFrozen":false,"body@stringLength":"1242","rawBody":"

Hi ,

\n

 

\n

Thanks for your post.

\n

 

\n

I totally get how frustrating it must be to have to change invoice delivery manually. But here's a tip: you can set it to 'To Be Emailed' by heading to the customer card file, then Selling Details, and adjust the 'Invoice Delivery' there. It'll become the default for that specific customer. Your feedback is golden, so please drop a post on our AccountRight Ideas Exchange board for consideration.

\n

 

\n

Feel free to post again anytime if you require further assistance. 
 
If my response has answered your inquiry, please click \"Accept as Solution\" to assist other users in finding this information.

\n

 

\n

Best regards,

\n

Doreen

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background-size: contain;\n background-position: center;\n}\n.myob-social-links .twitter a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 6%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0Zm5.33,10c0,.12,0,.23,0,.35A7.75,7.75,0,0,1,5.4,16.92a5.48,5.48,0,0,0,4-1.13A2.73,2.73,0,0,1,6.89,13.9a2.73,2.73,0,0,0,1.23,0,2.73,2.73,0,0,1-2.19-2.67v0a2.73,2.73,0,0,0,1.23.34,2.73,2.73,0,0,1-.84-3.64,7.74,7.74,0,0,0,5.62,2.85,2.76,2.76,0,0,1-.07-.62,2.73,2.73,0,0,1,4.72-1.86,5.49,5.49,0,0,0,1.73-.66c-.2.64-.23.87-.79,1.21a1.46,1.46,0,0,0,1.34,0A5.8,5.8,0,0,1,17.33,10Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .googleplus a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 4%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0ZM9,17.5a5.5,5.5,0,1,1,4.1-9.17L11.61,9.67a3.5,3.5,0,1,0,.56,3.84H9v-2h4.47a1,1,0,0,1,1,1.11A5.49,5.49,0,0,1,9,17.5Zm10.5-4v2h-2v-2h-2v-2h2v-2h2v2h2v2Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .facebook a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 1%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0Zm3.51,12H13.2v7.2h-3V12H8.4V9.58h1.8V8.29A2.61,2.61,0,0,1,13,5.4h2.6V7.77H13.81a.58.58,0,0,0-.61.66V9.58h2.56Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .linkedin a:before {\n background: 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: url(\"data:image/svg+xml;base64,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\")\n 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Hi Doreen,

 

Thanks for the reply. But here's a tip: Read my post correctly before offering tips that just re-iterate my post.

 

I could add it to the 'AccountRight Ideas Exchange Board' but seeing very similar posts from 10-12 years ago gives me non-existent hope that the 'AccountRight Ideas Exchange Board' actually listens to the ideas of its customers.

 

I will mark your answer as a solution, a solution to a flaw in the 'AccountRight Ideas Exchange Board'.

 

Have a great day Doreen :)

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