Forum Discussion

bargain_ball's avatar
2 years ago

Statement Invoice Combination

Hi, 

 

We have two seperate forms at the moment, One is for Invoice and One is for Statements. Every months that we send Statement to all our customers for their outstanding/open invoices. However sometimes, customers ask us to send copy of invoices that in statements as they might have lost it or couldnt find it. Now going to each invoice again and send an email to a customer is lot of time. 

 

Is there anyway, we can set up a form that when we send statements to customers, at the same time and in same pdf, we have all copy of all open/outstanding invoices on same statement ? i.e. we want to send statements with statement form and copy of all outstanding invoices in one pdf ? Is this possible and how ? If not, is MYOB looking for this kind of feature that will make life simple for lot of other users. 

1 Reply

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  • Komal_S's avatar
    Komal_S
    MYOB Moderator

    Hi bargain_ball 

    It's not currently possible to attach outstanding invoices with the statements and has to be done manually like you're already doing. We will post an update if anything around this changes, please feel free to post if you have further questions or suggestions.