Forum Discussion

Steve_Smith's avatar
Steve_Smith
Contributing User
12 months ago
Solved

Turning off automatic invoice reminders

We would like to turn off ALL automatic invoice reminders that are sent out to our customers. I have done some of my own research about this, and believe I have found the answer. Can someone let me k...
  • Princess_R's avatar
    Princess_R
    10 months ago

    Hi Sam_P,

     

    Thank you for your response. I understand that you're having difficulty accessing your invoice reminder. I appreciate your patience regarding this matter. I'd like to help you with this. Usually, the possible cause of the blank screen when accessing the invoice reminder is the internal preference selected in Internet Explorer.

     

    To access the Invoice reminder through the AccountRight browser version, kindly go to your business name at the top right-hand corner of your screen. Select Sales Settings >> Reminders >> Reminder Settings. Please refer to the following screenshot below:

     

    Please let me know if you have further questions about this. I'm happy to assist.

     

    Cheers,

    Princess

Earl_HD's avatar
Earl_HD
MYOB Moderator

Hi Steve_Smith 

Thank you so much for your post and for the detailed information. Looking on the first Screenshot what I would suggest is to select  the option Send to all customers  invoice reminders will be automatically sent to all customers who have been emailed invoices. Please see help article Setting up invoice reminders. / Set up your default email messages

Kind regards,
Earl

Sam_P's avatar
Sam_P
Experienced Cover User
11 months ago

Hi Steve

 

Please can you give me clear, step-by-step instructions on how to find the Invoice Reminders tab.  I'm having trouble finding it.  Thanks

 

 

  • Princess_R's avatar
    Princess_R
    MYOB Moderator
    11 months ago

    Hi Sam_P,

     

    Thank you for your post.

     

    Looking at your account, you're using the AccountRight live product. Invoice Reminder can be accessed through the Sales Command Center >> Invoice Reminder or via the Setup menu >> Preferences >> Emailing tab >> Invoice Reminders. However, if you'll be accessing your AccountRight company files via a web browser, you can access the Invoice reminder in the Sales settings >> Reminders tab >> Reminders settings. Please refer to the following articles below to access the invoice reminder:

    Please let me know if you require any further assistance with this. I'm happy to assist.

     

    If my response has answered your inquiry, please click "Accept as Solution" to help other users find this information.

     

    Cheers,

    Princess

     

     

     

    • Sam_P's avatar
      Sam_P
      Experienced Cover User
      10 months ago

      Hi Princess

       

      Thank you for your response.

      There is a well known and long continuing issue with accessing the invoice reminders option via Sales Command Center >> Invoice Reminder or via the Setup menu >> Preferences >> Emailing tab >> Invoice Reminders.  Both options rwsult in a blank screen.

       

      The reason for my post is that the work around that MYOB have given us for the past year or so is the 'Reminders Tab' option using via a web browser, you can access the Invoice reminder in the Sales settings >> Reminders tab >> Reminders settings.  It seems to have disappeared.

      Please can you refer to my original attachement which indicates the current Sales drop-down list.

       

      Please can you send me a screen shot of where you can see the Reminders Settings on the web browser.

       

      Thanks

      • Princess_R's avatar
        Princess_R
        MYOB Moderator
        10 months ago

        Hi Sam_P,

         

        Thank you for your response. I understand that you're having difficulty accessing your invoice reminder. I appreciate your patience regarding this matter. I'd like to help you with this. Usually, the possible cause of the blank screen when accessing the invoice reminder is the internal preference selected in Internet Explorer.

         

        To access the Invoice reminder through the AccountRight browser version, kindly go to your business name at the top right-hand corner of your screen. Select Sales Settings >> Reminders >> Reminder Settings. Please refer to the following screenshot below:

         

        Please let me know if you have further questions about this. I'm happy to assist.

         

        Cheers,

        Princess