Don't think this is such a new idea but would be great if MYOB could make it work. Our process is to receive a deposit or full payment on a Sales Order before we manufacture the custom order. We need to be able to send an Sales Order Invoice to the customer to allow them to make a full or part payment online via MYOB payments - keep it as an order in our system, not an invoice - until the job is complete. I have turned off the function of using online payments due to the inconvenience this causes.
8 Comments
Hi PromoFactory,
I totally get your concern. Having a feature to manage online payment deposits for custom-made products that take a while to produce is indeed important for businesses like yours.
As of now, there's no concrete timeline for when or if this feature will be implemented. The decision lies with our developers and is often influenced by the popularity of the idea among users. I know this might not be the news you were hoping for, but rest assured, MYOB is always striving to enhance and introduce new features based on user needs.
In addition to voting for this idea, I'd suggest you raise a support ticket requesting this feature. This way, it'll get to the right team.
Let me know if there's anything else I can help with.
Cheers,
Princess
Thank you for your suggestion.
I understand the need for a more streamlined process when it comes to receiving payments for sales orders. Currently, MYOB allows for the creation of sales orders and the conversion of these orders to invoices. While you can record a customer deposit on a sales order, the specific functionality of sending a sales order invoice for online payment while keeping it as an order in the system is not available at the moment.
You're on the right track for this suggestion, as this is where our developers regularly review and monitor feature suggestions and enhancements to improve the user experience.
If you've got any further questions or concerns, don't hesitate to reach out to us.
Cheers,
Princess
Can you suggest a workflow in MYOB that we can use now to work around this functionality?
Can we raise an invoice with the same number for a customer deposit? How would this work, even if it requires a manual payment transfer in the back ground.
Can you advise a work around?
Hi Princess_R
Is this requested function going to be implemented anytime soon?
This is a major issue for any business supplying custom made products taking online payment deposits or full payment up front. Some products take up to 3 months to produce therefore the financial records are not accurate if we have to keep converting the sales orders to invoices to take online payments initially from a customer as a deposit. It also leaves no record of an outstanding order to follow up months down the track.
This really is a massive glitch that has been overlooked.
Can’t believe this not a feature from the beginning. But can someone share a work around?
we have to take deposits against sales orders before we order product. I don’t want to do credit card over the phone.
What about a deposit service line? So that can be invoiced?
Hi PromoFactory,
Thanks for the response and the insight and welcome to the Community Forum.
I understand there are use cases for sending the payment before creating the order. Currently, the feature is called Online Invoice Payment as it is connected to the invoice. Rest assured; this has been sent to the development as a suggestion.
Let us know if you require any other assistance.
Thanks,
GenreveYes we have the same issue as Plasticut where our items are ALL of our items are custom made to order. We often taken online payments with order or deposit and cannot do this on a sales order where the goods may not be delivered for a week to 3 months. The way MYOB has set up the online payment system, the order needs to be recorded as an invoice and then we have no record of the sales order as being outstanding even through the customer hasn't received the goods as yet. Also due to this fact, the sales/financial records reports are totally inaccurate as the goods have not been delivered as yet. Please fix this issue and change it so we may take full payment/deposit on a sales order as I am sure you have hundreds of other companies in the same position with custom made items where online payment is required up front.
