- AmandaCLMYOB ModeratorStatus changed:NewtoOpen
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Definitely agree. Remove the details from the body of the email.
- H-TSTrusted User
1000 times yes.
We turned the default option to off a month ago when we realised our confidential internal invoice information was being sent to our customers without our knowledge. However, have just discovered today, that setting the default to 'not allow online payments' has not actually changed this at all. Customers have still been receiving this information for the last month. Looks like we have to click on the tiny 'edit options' link/button for every. single. invoice to stop this happening. What a nightmare.
AND, to top it all off, I think it's sent them all with the setting for US to pay the surcharge, not them. Fortunately, we haven't had many customers actually use the facility.
To say I'm cranky is an understatement, especially coming on top of the proposed 30min inactivity re-log in. Every time I turn around MYOB makes something harder to do.
It's taken a while to notice because I don't usually do the invoicing and my colleagues didn't pick up on it.
Question: What accounting system does MYOB use? Pretty sure it can't be MYOB or this forum would be full of disgruntled MYOB employees as well as customers.I've lodged a support request for this because it's just plain wrong.
PS. Amanda, thanks for adding my suggestion as promised during the transition phase when I couldn't do it myself. - DeborahBurnsExperienced Cover User
YES vote for me... and the sooner the better please!!
- H-TSTrusted User
I'm not sure the summary is even linked to online payments. On the next invoice, I turned off the payment option manually and CCed myself when emailing it, just so I could check. Lo and behold, the summary is still on the cover email! It's not even formatted nicely and looks so unprofessional.
EDIT: But at least the pay now button wasn't there. - tim999991Contributing User
YES vote. Please remove this, or at least the table with the descriptions. Our invoice template has one line for the total billed, comprising many lines of activities. We don't show these line items on our invoices and we don't want them showing in the email.
- CopycatExperienced Cover User
YES. I'm annoyed that we need to vote for this change - the need for this has resulted from a MYOB software change that was thoughtless in my opinion and caused many of us extra effort to work around. Why do we need to vote - just look at the complaints about this online to see that its is ESSENTIAL.
- H-TSTrusted User
In case anyone else finds this thread because they have the same issue, it was because we create our invoices from recurring transactions (worked that out myself, tech support pretty much just told me what I was seeing wasn't really happening). It looks like the default payment options saved themselves on the recurring transactions when we first set up online payments and became the default for all new invoices, regardless of the default global settings. *sigh
It hasn't fixed the summary though. It's still there, just without the pay now button. Setting up online payments was its own saga that I'm not keen to repeat, so does anyone know, if we deactivate it completely, does the invoice summary disappear from the emails, or is that a default now for any invoice sent using the 'send emails from MYOB' option?
And if I deactivate it, can I reactivate it without re-applying if ever MYOB adds the option to exclude the invoice summary from the email?- tim999991Contributing User
We haven't set up online payments, we just email invoices through MYOB, and we now get the summary table in the body of the emails we send out. I'm having to email them to myself and then forward to clients after deleting the table with the descriptions.....soooooo frustrating
- H-TSTrusted User
Thank you for confirming. That also makes the automatic invoice reminders useless too, since they would then go to you instead of to the contact on the card. :(
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