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How can I get the "invoice delivery status" to default "to be printed and emailed" so I dont have to change it everytime I enter an invoice?
Solved! Go to Solution.
As there is no global setting the default invoice delivery status will need to be set up on a card by card basis, but once it has been set up you won't need to manually adjust the delivery status every time you enter an invoice. You can set it by going to the Card List > [Customer Card] > Selling Details. There is an 'Invoice Delivery' drop-down menu here where you can select the delivery method to use as a default for that card.
I hope that this helps you cut down on any unnecessary invoice processing time, feel free to post again if you require any further assistance.
July 2015 - last edited July 2015
Hi, I have set the customers card details to print and email but I am still having to go back in every time to get the system to email the invoice. Please can you help?
Welcome back to the MYOB community forum.
Can you please clarify if you have to change manually on the invoice each time again when invoicing inspite entering in the card file or does it default in there. or are you interested in emailing the invoices to your clients process to be automated?
If you would like. to automate the process of emailing it to your clients you have an option under setup >Preferences> selcect the first option and select email. Each time you create and record the invoice the software will prompt you to send an email to your client.
Can you also please keep an eye when the invoicing the clients for which you have setup the default in the card file - whether or not it automatically defaults to "To be Printed and Emailed" under Invoice Delivery Status,
This would really help MYOB Community to help you further, Looking forward to getting a reply from you.
I have set all our customers up as;
To be printed and emailed
Despite this the invoice only ever prints and then I have to go back into every invoice manually to email the copy to our customers.
I would like it to email a copy and also print as this would save a lot of time.
Please let me know what I need to do.
thanks for your help
Thank you for you post. You certainly have the customer setup correct there. However you won't be able to print and email the invoice in the one action when you have the invoice open. If you wish to save time it might be easier for you instead to use the Print/Email Invoices option situated on the Sales command centre. From here you can check off the invoices in the print queue so that you can batch print them and the status will update from 'To be printed and emailed' to 'To be emailed'. At which point you can process them from the the email queue.
I hope that this helps you. Feel free to post again if you have any other queries.
You are very welcome @Core_Sol and as always if you have any other questions or require further assistance please do not hesitate to post again on the MYOB Community Forum.