Cards: Set a default Invoice Delivery Status (system wide)

HI

It would be really useful to be able to add a Default Invoice Delivery status to all new customers, via the Easy Setup Assistant.  And perhaps a Statement Delivery Status in the system.

Also, I have had requests from a number of clients who want to be able to categorise their clients into those that are emailed Statements vs those that are posted Statements.  At the moment we use the custom lists - but this is not really an ideal solution.  Once statements are emailed, it would be ideal for those that were getting posted statements, to be the only ones appearing in the Print Statements screen.

Thanks

Bianca

Would be helpful to be able to select terms of delivery for invoices, orders, remittances, payslips, etc... to default to 'to be printed and emailed'.  The option is currently blank when creating new cards.

Currently we are unable to select the default delivery method for all customer files. We instead have to go into each and change from the MYOB default, or we can do an export/import - which I have found causes it's own set of problems that are time consuming to correct. This should not be a hard thing to do. 

MYOB is very out of touch with default setting and the ability for us - the user - to select which default methods work for our particular businesses.

Another example - we are unable to change the default on the file name invoices save as - currently the default is the invoice number - if you require further information you need to add it to each individual invoice as you save it - this is incredibly time consuming and inefficient. How hard can it be to allow your customers to set the defaults on this - many I suspect would like to be able to add the customer name and/or ID #. But no, MYOB is so behind other accounts software in regards to being able to change default setting, that this is yet another feature that has not been added.

Nor is the credit card payment feature available in New Zealand - considering that many banks are not accepting checks and many businesses no longer accept cash this is incredibly short sighted of MYOB not to get this up and running for it's NZ customers also.

Great idea and fits well with other suggestions for creating default card templates. In the meantime, one option that could be useful is the Sales preference to automatically print, email or save invoices when they're recorded. This also works for purchases.

I would very much like to be able to  set all cards with a default invoice delivery status.  

Hi firstchoice,

I understand you would like to be able to set up a default delivery status for all cards. Our developers are looking into making this possible in a future update. In the meantime do consider John's suggestion of setting up the preference (under Setup >> Preferences >> Sales / Purchase tabs) to 'automatically Print / Email or Save Invoices / Purchases when saved. 

This has been requested for many years and is a daily frustration for me and my staff.
I would really aprecaite more control of default settings instead of having to remember to click through various tabs changing them every single time I add a new customer.

Hi ELC-Leo 

Thank for your ongoing feedback in regards to this idea, I have shared it with the team.

Currently the idea is still under consideration.  I would still encourage other users to vote and comment if required for this idea.

Hi, has this been implemented yet? :)

Hi NicoleH2015

Thank you for your enquiry into this idea

Currently this idea is still under consideration. At this stage we don't have a time frame for when this particular idea will be added to the program. However we are still encouraging clients that would like to see this idea included to vote and comment if required