natk's avatar
natk
Experienced User
29 days ago
Status:
Open

printing statement or receipt from customer card directly

is there a way we can print or generate a customer's statement directly from their customer card or the Aged Receivables screen rather than having to load all customer statements in the review screen first, which is sometimes time consuming when you just want to quickly send a one-off statement?

 

Also, similar thing to printing a customer receipt or remittance, would be good if we could print or email these straight from the transaction screen eg. viewing a payment in the Receive Payments window and having the option to print a receipt of that payment directly from that screen. You can't even print that screen if you want and i thought this was something we used to be able to do with the previous MYOB program years ago.

1 Comment

  • AmandaMYOB's avatar
    AmandaMYOB
    MYOB Moderator
    2 days ago
    Status changed:
    New
    to
    Open

    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.