Forum Discussion

Paddlepopstick's avatar
Paddlepopstick
Member
1 year 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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  • Doreen_P's avatar
    Doreen_P
    1 year 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

Cloud_Mind's avatar
Cloud_Mind
Ultimate Partner
1 year ago

Hi MYOB, can this be fixed, please? It is really annoying having to change it manually each time you set up a card.   It would be best as a default.  Seems a simple fix?

Princess_R's avatar
Princess_R
MYOB Moderator
1 year ago

Hi Cloud_Mind,

 

I totally get how annoying it must be to change the delivery method manually every time you set up a card. While having the option to set the delivery method as a default sounds like a great idea, many users have a mix of delivery methods. Right now, you can only set a default email delivery method when setting it up from the card file. Alternatively, you can export the cards, update them in Excel, and then import the cards back into AccountRight. For more information, please check out this Help article: Setting default email delivery methods. 

 

Feel free to get in touch if you need more help.

 

Cheers,

Princess

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