Is it at all possible to print or preview an invoice without it actually been sent to the client?
At the moment the only way to print an invoice is to screenshot it otherwise it applies and mails the invoice prior to showing you a PDF version.
Not much good if I want to print it out and check it before I send it.
Thanks
"Printing Invoices"
Thank you very much for your feedback and suggestion. Having a specific invoice preview option before emailing it is certainly something our developers can look into.
Currently when you print the invoices, it considers the invoice as being printed out and sent physically, hence change the 'Email' button to 'Resend to customer' without actually emailing the invoice. I can see it can cause confusion in some situations, we would love to hear what everyone thinks so please show your support by voting for this idea if you are interested, it would help our developers to track the demand and prioritise their work.
My observation and testing would suggest that the "email" button is changed to "resend" after using the "print" button but in fact no email was ever sent to anybody. You can preview the invoice with the print function quite easily, but it's misleading and confusing the way the buttons work and change. For example if you print an invoice and email another invoice, on the invoices listing they both are ticked as "sent". We print invoices to use as orders to deliver product but we like to email them to customers as well since they often get lost. Sometimes it might not suit our workflow to email it right away, or print it right away, so it would assist greatly if there were 2 columns to indicate "printed" and "emailed".
Hi SueMesz
Thank you for sharing your observations and testing in regards to this idea.
As mentioned previously when you do print out an invoice it considers it to be physically sent to the customer and therefore changes the email option to be Resend to customer. This idea has been added to the MYOB Essentials Idea Exchange to avoid that confusion and improve the workflow.
Along with commenting, I would recommend if you would like to support your support for an idea or others on the MYOB Essentials Idea Exchange to vote for the idea. To vote for an idea select the "+ VOTE" button to the left of the Idea's name.
Hi Beginner
Thank you for your additional feedback and possible suggestion in regards to this MYOB Essentials idea.
Along with commenting for an idea on the MYOB Essentials Idea Exchange you can show show your support by voting. To vote for an idea select the + VOTE button to the left of the idea's name.
Since when did the word "print" mean "sent"??? Print means print. There is a button to email the invoice to the contact which works correctly, but resetting that button to "resend to customer" when the invoice is printed is totally erroneous since it makes the HUGE assumption that printing an invoice results in that piece of paper going into the mail or handed to the customer.
If you want to mass indicate that invoices have been sent use check boxes and a master button to "send all" or "mark all as sent".
Hi everyone,
Thank you all for your votes and comments for this idea.
With the implementation of Online Invoice in Essentials Accounting, printing the invoices will no longer mark them as Sent, instead they'll be marked as Printed.
The Activity log of the invoice will also show the time stamp for printing, as well as emailing.
So, it looks like you can no longer print multiple invoices in MYOB Essentials :(
You have to go into each individual invoice, create a PDF and then print.
We do a monthly mailout of invoices plus a copy of a magazine, so it is very tiresome
