Was supposed to be incorporated into MYOB in 2019/2020.
Being able to tie a PO and delivery docket to a clients invoice is really important.
We often get asked to provide proof of delivery and who signed for it. If it was attached to the invoice this would be so much easier.
Given the code is already written for Purchases, surely it cant be that hard to implement for Sales???
3. PDF Quality - Send To 'Disk...' and/or 'Email...'
NOTE: This has nothing to do with "my PDF's are poor quality"
A simple single page invoice with nothing but text i.e. no JPG/PNG etc graphics results in a 500K PDF. Way too big.
Add to that simple single page invoice a couple 100K of graphics and the resulting PDF balloon's out to 2500K. Way way too big. If I print that out in colour and scan as a PDF back to my email, it is now 100K.
Comparison with a Microsoft Word document with 26 pages and loads of graphic results in a native docx file of 2000K, and as a PDF 300K on Standard Optimisation.
A Publisher file at 11,000K is reduced to 255K when saved as a PDF.
The CutePDF work around is not really suitable as it adds more sets to what should be a simple process, so please dont offer this as a solution.
Given the Office and a lot of other programs allow you to set the PDF quality this should be pretty straight forward for MYOB to implement. As it is something offered as standard by so many other programs it is probably a module supplied by Adobe i.e. I am more than happy to pay an extra couple of dollars per month for that capability.
4. Sales - Apply Credits
I complained to our Bookkeeper that MYOB wouldn't allow me to apply credits to open invoices. She refused to believe me and said i must be doing something wrong. So, when she made the mistake of coming around to see what I was doing, and then tell me off, i went through the process to apply a credit to one or more open invoices. Proved that Automatically Apply didn't work. Manually Apply didn't work either as it wouldn't show me the open invoices, it reckons that there are no open invoices to apply a credit too. So she has to do Bookkeeper magic in the background.
5. Sales - Customer - Open Invoices
When a client rings up asking to know what they owe I go to this screen, but................ and it is an important 'but'.
It doesn't shows any Returns and Credits tied to them. Yes you can do a report/print etc to show all this, but why not add that information in Open Invoices? Or add a new tab called 'Overview' or 'Summary' which shows the true status of the client.