Daisy2021's avatar
Daisy2021
Member
1 year ago
Status:
On Hold

It would be good if the Invoice delivery status changes to "To be emailed" when a backorder/quote is converted into an invoice.

Backorders retain "Already Printed or Sent". When we bulk email the invoices each day these invoices get missed, eventually customers missing payment as they haven't received the invoice. It would be good if the Invoice delivery status changes to "To be emailed" when a backorder/quote is converted in to an invoice.

 

Although there is a work around to change the Invoice delivery Status to "To be emailed/Printed", it is manual and the operator needs to remember it. With the number of invoices, we send out each day, sometimes the operator forgets to change the status on the backorders turned to invoices. Hence misses to send the invoice out and customer misses the payment as they haven't received it.

Sales

3 Comments

  • AmandaMYOB's avatar
    AmandaMYOB
    MYOB Moderator
    1 year ago
    Status changed:
    New
    to
    Open

    Hey @Daisy201

    Thanks for your idea! We'll be sharing this one with our product teams and have updated the status to open for other members of our community to vote and add weight to your idea!

  • Ebbe's avatar
    Ebbe
    Member
    8 months ago

    This used to revert to "to be emailed" in the old system so it is very annoying to have to remember to change it with every invoice. it wastes a lot of time having ot check.

  • AmandaMYOB's avatar
    AmandaMYOB
    MYOB Moderator
    1 day ago
    Status changed:
    Open
    to
    On Hold

    We are changing this idea's status due to low community engagement (comments and votes) over the last six months. The idea remains in our developer backlog, but will be prioritised for review if it receives more votes.