Sales: Send the same invoice to multiple customers

I generate 80+ identical invoices every quarter with a complete change of customers every 12 months. While I can use a recurring transaction for the set up of each quarter's invoice, I still need to go through and generate and record each individual customer's invoice. The suggestion previously made to me by MYOB staff was to set up a recurring transaction for each individual customer but with a complete change over of customers every 12 months this not a more efficient solution than my current method.

Ideally I would like to be able to generate a master invoice and then select which customers it should be recorded against from the card list in a similar way to a mail merge operates. It would be fantastic if this feature could be added.

Thank you

AccountRight doesn't have the functionality to generate a template transaction that can be used for multiple cards. Currently you need to create that recurring transaction for that individual transaction on a per-customer basis. Really frustrating when you are sending the exact same invoice to 162 people every few months. ZCould this possibly be built in to the next release?

There are numerous clubs out there who use MYOB for which this could be beneficial but as to the logistics of it I'm unsure.

You may not be using the best system at present to do the membership invoice.  I would have one recurring/template invoice for membership and use that for all members. 

I would print a listing of all active club members to have as your guide and then you call up the invoice template, record for member A, then call it up and record for member B etc etc. 

The only thing needing altering (assuming the recurring invoice is set to save changes) is the first invoice which I assume would have a description 'Membership fees for 2013" and the customer that is being invoiced.

I'm in total agreement with the comments posted by Julie (MummaMia).

One such organisation using MYOB with over 500 members, deal with membership subscription renewals using an MS Word Mail Merge template to invoice those renewals to its members.  They do this because it is more efficient for them than to use a recurring/template invoice over 500 times to get the job done; thus taking less than a day to do rather than several days.

Members (Customer) details are exported from MYOB to perform the Mail Merge.  When subscription payments are received they are recorded in MYOB as receive money using a recurring 'Receive Money' transaction.

It would be great if the functionality was available in MYOB to efficiently account for everything within such organisations.

Have a look at Membership manager done by Computing solutions - an addon for MYOB up to V19.x - www.computingsolutions.co.nz - it works with Australian programmes too I think.

Hi Jenny,

The earlier comments made are relative to AR2011/2012; so your comment appears inappropriate.

Thank you.

I don't believe it to be inappropriate - as soon as the API is working for 2011/2012 - I'm sure that this addon will work in these versions as well - maybe not a solution for now - but definately in the future.

We are a golf club who invoice 450 members annually. We use the Identifiers section heavily to track member types (as we have many). It would be fantastic if you could do bulk invoices using identifiers. For example, say we have 200 members who are in the 'Full' category (identifier 'AT') it would be great if you could just say invoice all AT cards with the 'Full' members recurring invoice.

Also, a side note, we have currently used all identifiers so would be great if more could be added or a way to customise these.

Cheers,

Ben

I have been asked to come up with a membership fee solution for a local men's shed with over 240 members. Using MYOB is a no-brainer as it is so easy to use but I'm sure if this facility could be easily introduced.

For the MYOB developers to consider.

1. Create an invoice template containing all the information that is expected to be duplicated in each invoice. EG Membership fees 2012-3 - $50.00

2. Provide a drop down list that allows the user to select all or any of the members.

3. Provide a message box that asks for permission to invoice all / some members. 

4. Provide a message box that asks for permission to print / e-mail those invoices

5. Provide a facility to print mailing labels.

Easy Peasy!

Greg

Extra functionality could also be implemented with some of the other suggestions mentioned earlier (such as identifiers for full or partial memebrship etc)