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Share your ideas for improving the new AccountRight. Vote on ideas and discuss them with the MYOB product development team.

Product Ideas

Sales: Ability to set a default form for invoices and another for quotes

G_I
Experienced Partner
Experienced Partner

40Posts

51Kudos

0Solutions

40 Posts
Experienced Partner
Australia

I would like to set one default form for an Item Quote, and a separate default form for an Item Invoice.

 

In other words:

We have 2 Form Templates - one for quotes - lets call this one "QuoteFormat", and another for invoices - lets call this one "InvoiceFormat". These forms are slightly different

At the moment we have the default set as "QuoteFormat" so that every Item sale by default prints/emails using the "QuoteFormat". Every time we have to send an invoice we need to change the form to "InvoiceFormat". This requires [unnecessary] extra clicks, it's easy to forget to do this, and certainly slows the process down - I use the latest AccountRight Live (2015.2) so it is often quite slow to display the list of available forms.

 

An additional important benefit to this would be the ability to use the "Save to Disk" feature on Invoices - which CANNOT select a custom form other than the default (Crazy, right??)

 

If anyone has any ideas, please post them Smiley Happy 

 

"Separate default forms for (item) Quotes and Invoices"

Current Status: Open
Last Changed: June 2015

Hello @G_I

 

Thank you for the great suggestion for the default quote and invoice settings. We are always wanting new ways to make MYOB more user friendly. I believe this will be a great future to have in future upgrades.

 

If you would like to see feature in future upgrades please comment and post.

13 Comments
Flourish
Partner
10 Posts
Partner

Hi

For a business that uses several invoice templates and each depends on the type of work being done eg different items - it would be great to not have so many key stroke to change the invoice template.

For example at present this particular company has :

Capture1.JPG

And each time there is a new client the invoice/quote is chosen depending on what is required,

It is very time consuming to not be able to easliy access the range of templates quickly. 

We have to save the quote/invoice then go to Sales ->Print Email / Invoices ->Choose "To be Printed/To Be emailed-> click ok to Answer"OK" to question (You will lose any changes to the Emails not in the filtered list.Do you want to continue?)->Go into "Advanced Filters"->click ok to Answer"OK" to question (You will lose any changes to the Emails not in the filtered list.Do you want to continue?)->Drop down "Select Form for Sale"->USE->OK

Then when an Invoice or Quote is being saved to pdf on external drive or folder the default is aways the "INV" prefix even if it is a quote. Would be great if depending on the form used the automatic prefix is "INV or QUO" depending on the form.

 

Suggestion:

When entering new Sales have a drop down to chose all templates on the right of the screen and that remains the default for that quote or invoiceCapture2.JPG

It would certainly save alot of time.

 

Regards

Sharron

 

 
**Edited by @Steven_M to give it a more updated title.

Steven_M
MYOB Moderator
44,642 Posts
MYOB Moderator

Hi @Flourish 

Thank you for idea on the AccountRight Live program and invoice selection.

I would encourage others that would like to see an option to select the form used on the Enter Sales screen to vote and comment if required.

KattC
790 Posts
Former Staff

Hello @G_I

 

Thank you for the great suggestion for the default quote and invoice settings. We are always wanting new ways to make MYOB more user friendly. I believe this will be a great future to have in future upgrades.

 

If you would like to see feature in future upgrades please comment and post.

Jonna
Contributing User
6 Posts
Contributing User

+1 for this, it would be really handy for us and eleviate having to use 3rd party .pdf printers that do not output the same .pdf as MYOB would do.

 

Thanks.

lepews
Contributing Cover User
7 Posts
Contributing Cover User

Today I needed to change the form I use for a Service Sales Invoice, something I am going to need to do very often in the future.

 

It is so difficult to find / hidden that I had to ask a MYOB support agent to find it! I had to go to the Sales Command Centre, then click on Print/Email Invoices, then on Advanced Filters... and only I could select my default invoice!

 

Please add this feature to the Sales - Edit window so it can be selected on the fly. It needs to work for print, preview, email, send to disk etc

 

Thanks!

AdelKerb1
Experienced Cover User
21 Posts
Experienced Cover User

Hi

I found it easier to customize a new invoice to suit and save it under a different name in your Index to reports.  

Morgan_59
5 Posts
Cover User

Has there been any progress on this idea yet?

Steven_M
MYOB Moderator
44,642 Posts
MYOB Moderator

Hi @Morgan_59


Thank you for your enquiry in regards to the status of this idea.

Currently this idea has been marked as under consideration as something that we are still looking into for future updates of the program. At this point in time we don't have a time frame for when this idea will be marked as in development and implemented into the program. However in saying that we are still encouraging clients that would like to see this idea added to vote, and comment if required, for this idea.

G_I
Experienced Partner
40 Posts
Experienced Partner

I'm still hoping for this. Has there been any further developments?

FrenchlineInd
14 Posts
Cover User

I think this would bea great IDEA!!! any idea on how long MYOB will take to implement this? As i see this was suggested saome time ago