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we recently changed to AccountRight (from BusinessBasics, after 8 yrs) and I have a question regarding saving changes in recurring invoices.
We mostly charge monthly on retainer contracts, but some customeres pay for the month gone, some the current month and others a month ahead (depends on contract).
I have these invoices saves as recurring so I have a direct record of what each client gets charged. In the description I put which month the invoice is for.
However, the description seems to default back to the original information recorded when I created the recurring invoice, even though I have "Save my changes when I record..." in the "Edit Schedule" window ticked.
Am I doing something wrong or does this refer to something else?
I'm sure it would do this (automatically) in BusinessBasics...
Solved! Go to Solution.
If I understand your post well, you change your Description each time you use the recurring Sale/invoices and then the recurring when picked does not remember the last description? Please correct me if I am on the wrong track.
I tried replicating the above and my descriptions changes to the last description I had entered so not very sure what you are getting.
To record the transaction go to the Sales command centre >>Use Recurring and pick the sale you would like to record.
For November sale change the date and Description.
I would recommend you to delete the existing recurring transaction from List >>Recurring Transactions and Delete and recreate the recurring transaction.
Hope this helps and let us know how you go. Looking forward to hearing from you.
You definately understood my issue.
I did go into the recurring sales from the Lists/Recurring Transactions view.
I double clicked the relevant invoice to bring it up, made the minor change and clicked Print to print to pdf (I'm using an external Mail client, mostly out of habit...).
Before printing it pops-up saying that this will record the invoice prior to printing and asks me if I want to go ahead, which I do. This is in spite of the invoice window not having the Record option (Save only). Maybe this is why the change doesn't get remembered?
Anyway, I have another one due next week, so I'll run that one through the Invoices Command centre and see if that works.
If it does I'll make sure to mark your suggestion as a solution to this problem.
Let us know how you go and if there are any other issues do not hesitate to contact us via the forum.
sorry for the delay; that invoice I mentioned got postponed and then I got slack and did the invoices late...
I processed the recurring invoices through the Sales CmdCtre/Enter Sales-> Use Recurring and this does seem to record the changes I make to the recurring invoices.
Thanks for your help.
Thanks for our feedback and we really appreciate it.
Should there be any other queries, do not hesitate to let us know on the forum.