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Product Ideas

Sales: Progressive Invoicing - billing partial amount (%) of invoice

vhr
Cover User

2Posts

104Kudos

0Solutions

2 Posts
Cover User
Australia

- We have just
converted over to MYOB from Quickbooks. We are disapointed with the
quote/convert to invoice system. In Quickbooks we could convert a % of the
quote or certain items on the quote. We could then go back in at a later date
and invoice the amount remaining from the quote to be invoiced. We also use
rather long descriptions in our study descriptions and MYOB does not allow
enough characters for this in the description box. These are quite basic
functions offered by Quickbooks and I believe should be in MYOB. I am sure many
businesses would want a % payment prior to starting a job?

 

"% invoices - progressive invoicing"

Current Status: Open
Last Changed: October 2013

Thank you for your suggestion vhr, the option to convert only part of an Order into an Invoice. Other members of the community that would like to see this added, please do remember to vote and comment.

73 Comments
builtwater
3 Posts
Cover User

If this was posted in 2013 we should be close to being able to do this?

kl_vision
Experienced Cover User
56 Posts
Experienced Cover User

Why are we still waiting for this option? I am about to throw MYOB in for this one and only reason, and find a company that will do this. By the sounds of it Quickbooks have had it for ages.

GinaGG
2 Posts
Cover User

Yes!!!  We are having exactly the same problem.  It makes progressive payments VERY difficult.

SuperSoni
4 Posts
User

Hi, a bit dumbfounded that there is no practical way of partial receipt against a service invoice.  I work on large projects where the vast majority of Purchase Orders are service template, and we receive progressive invoices from the supplier throughout the project.  If I engage a contractor and issue a service PO to them, and they progressively invoice me as the work is completed, I cannot expense against the PO unless I zero it out and then create a new PO for the balance.  It's a lot of mess-around for a simple transaction.  Other business systems I have used haven't had this issue.  Goods received against 'item' PO's are fine .. why isn't there a ability to do this with service invoices?  

 

*The MYOB specialist who advised on this issue mentioned that this has been a long-standing problem.  Can MYOB please give us a fix? 

JimA
Experienced Cover User
13 Posts
Experienced Cover User

Hi,

 

Most companies in the building industry have to issue progress claims to their clients or receive them from suppliers.

 

I would like to see this feature added to MYOB. The simplest way would be a prompt in the create/use recurring transaction field "Is this a progress claim/payment" if answered Yes, the user would enter the bill/invoice and MYOB would automatically calculate the new balance and save that to the recurring file. In the case of invoices to customers, the invoice would need to show the original contract sum less each claim and the balance outstanding as a nested table.

accounts002
Contributing Cover User
8 Posts
Contributing Cover User

Progress Billing option available in Accounts Essential is not avaialble for AccountRight.

Please get that option into AccountRight as well as it's very useful .ATM we have to use another software to issue invoices and later just put it into MYOB

NJC_Cabinets
1 Post
Cover User

progress payments are a must!

Dimik628
5 Posts
User

How is it that 7 years after this thread is created we still cannot do something so simple as progress payments?

 

Please this is an absolute necesssity for construction businesses and you are pushing a large sector of the business community to competitor software that does have this very basic capability, that will also process jobs as just that - not a product number.  PLEASE, PLEASE, PLEASE UPDATE THIS.

maezyjan
3 Posts
User

3

maezyjan
3 Posts
User