Users would like the option to remove the "Invoice Summary" section when using Online Payments and emailing to their customers.
This idea was originally requested a month ago.
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?
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
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. :(