Users would like the option to remove the "Invoice Summary" section when emailing invoices to their customers.
This idea was originally requested a month ago.
23 Comments
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.Penny740, I feel the same exactly. It's terrible that it wasn't asked for it and it was changed without a vote. Now they say users have to come here to vote to remove it. How insulting. How many MYOB customers are told about this voting mechanism and where is it for users to find? Just on this mini forum?
It's a covert way of giving users something to follow that they know has ZERO intention of rectifying.
Such a failure of a major platform.
I don't Xero has this by default for all customers. Looking there now.
It would be interesting to find out how many companies using MYOB are sending out their invoices totally unaware that their customers can see the time billing breakdown.
My guess? 99% of the ones who use it. We only discovered by accident when emailing ourselves an invoice to forward to a customer whose system won't accept MYOB generated invoices...
The irony is I just received last months invoice from MYOB for Customer online payment charges and it comes as a pdf with no preview summary in the body of the email...PLEASE remove it as no-one wants it..
I've always thought MYOB didn't actually use their own product... although our invoice today is a blank white PDF, so maybe they do.
That information should only be an option, not a default. I should be able to send an invoice the same way the order is sent, with only a PDF for the customer to view. It was always like that, and then, without any notice, this was changed. It was only because I sent an invoice to myself for a different reason that I found out much more information was being sent than I was willing to share.
Hi AmandaMYOB​ or anyone else interested in MYOB Help
Is there progress on our voting for this to be altered? Will we have the option in the near future to be able to revert to plain invoices? Not seeing the point in wasting time voting if its going to be ignored... or is there a 100 vote limit before MYOB users concerns are looked at?
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?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. :(
