I help run a sporting club. I want a way to send a copy of the same fee invoice to all of the club members.
I currently use Recurring Sales but this is a bit cumbersome as I have to copy the sa...
I generate 80+ identical invoices every quarter with a complete change of customers every 12 months. While I can use a recurring transaction for the set up of each quarter's invoice, I still need to go through and generate and record each individual customer's invoice. The suggestion previously made to me by MYOB staff was to set up a recurring transaction for each individual customer but with a complete change over of customers every 12 months this not a more efficient solution than my current method.
Ideally I would like to be able to generate a master invoice and then select which customers it should be recorded against from the card list in a similar way to a mail merge operates. It would be fantastic if this feature could be added.
Thank you
Hi Yvonne
What you can do is use ODBC to create a mail merge in Microsoft Word with information from myob.
let me know if you need help.
Regards
LCD
Thanks for the suggestion. I am not familiar with ODBC so I will have to look into it when time allows.
Hi,
If you need a demonstration of what or how ODBC works just let me know.
Regards
Linh Co
