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TH140's avatar
TH140
Member
1 month ago

Unpaid Invoice Summaries reminder

Has anyone else started receiving an email reminder in the past 2 months that Unpaid Invoice Summaries will be sent soon, even though they have this feature turned off? I don't understand why we have...
NelleWright's avatar
NelleWright
Experienced Cover User
18 days ago
 
 

Hi 

Your customers will receive a statement of their unpaid invoices on the 3rd of July. All invoices with an unpaid status in your MYOB account will appear in the summary.

Before we go ahead, make sure:

  • You’ve recorded payments against the right invoices (so we don't send an invoice that's been paid)
  • All invoices are created in MYOB (we can only use the invoices saved in your MYOB software)
  • Your invoices are up to date with the correct details, especially the issue date (unpaid invoices going out this month must be dated before July 2nd)

Not ready yet?

If you don’t want to send these statements this month, just head to settings and turn the summaries off for all or individual customers.

What even is this? Since when is this a thing? How can anyone decide that your statements are going to be auto sent when its turned off? gosh - I just cant at the moment. I have 4 files to upload and what if things are happening to our financial files that we dont want...like this? We dont have much control anymore.
AmandaMYOB's avatar
AmandaMYOB
MYOB Moderator
15 days ago

Hey all.

Some customers were incorrectly notified that monthly unpaid invoice summary emails would be sent out, even though this setting wasn’t turned on. If you received this email unexpectedly, you can disregard it — no settings were changed and no action is needed. 

The reminder was set up incorrectly. We’re fixing this so these emails are only sent when monthly unpaid invoice summaries are enabled.

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