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BrettK's avatar
BrettK
User
4 years ago
Solved

Invoice reminders

Hi there

Can you send invoice reminders out through MYOB if you dont actually send invoices out through MYOIB in the first instance? We create the invoice in MYOB but save it to disk and send through our CRM program called GoldMine. Appreciate any feedback

  • Steven_M's avatar
    Steven_M
    4 years ago

    Hi BrettK 

     

    AccountRight's Invoice Reminders are based on invoices that are sent out through the MYOB Invoice Portal i.e. the user does have Setup>>Prefrences>>Emailing - Send Emails using AccountRight enabled. If you don't use that email functionality, rather relying on an external process or email client then AccountRight will not generate invoice reminders from within the software.

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  • Steven_M's avatar
    Steven_M
    Former Staff
    4 years ago

    Hi BrettK 

     

    AccountRight's Invoice Reminders are based on invoices that are sent out through the MYOB Invoice Portal i.e. the user does have Setup>>Prefrences>>Emailing - Send Emails using AccountRight enabled. If you don't use that email functionality, rather relying on an external process or email client then AccountRight will not generate invoice reminders from within the software.