It would be great to be able to email receipts to customers when you receive their payment, at the moment you can only print and I find this waists time and paper. (The email remittance feature work...
Banking: Emailing Receipt option
RWAG
4 years agoUser
Hi JaneS07
Isnt that idea just sending a "statement" to your client/customer. I can do that within the regular MYOB program, it does not need to be the online version.
For one business my clients get an ACTIVITY Statement each month, and this shows their sometimes multiple invoices and then any payments made, and at the bottom reflects whats outstanding, these clients dont actually require a receipt as such.
For the other business where I am meant to be actually issuing receipts, I gave up trying to do 150 manual PDF receipts and emails each month, and just email an ACTIVITY statement within the Sales/Statement tab when they make a payment which reflects the invoices and then that payment has been received and receipted. Of course if they now have a $0 balance you need to select to show $0 customers, and is still not a perfect option.
I still am required to do a manual emailed receipt if the clients are making payments for things that have not been invoiced though, which is a pain, there is no other way around it, and now with COVID I am not allowed to issue paper receipts at the current time.
And of course, every business needs are different.
Still disappointed that MYOB have not taken us seriously, they are evidently not end users of the program.
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