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February 2020
February 2020
I've noticed that a lot of invoices that should have had automatic invoice reminders being sent out have not been sent. I performed the usual fixes of turning the reminders offs, clearing the cache and turning them back on. I still found many were missing.
I think I've found the problem. It appears that as long as the invoice numbering protocol retains the automatic numbering built into MYOB, then the reminders work as normal. If not, they don't seem to go out. See the screenshots below.
In this one, you can see a mixture of invoice numbering styles. We use a CRM, which follows a different naming convention. We generate our Sales Orders there, then export them to MYOB where we convert to Invoices. Sometimes we split up our big invoices into several smaller ones in MYOB, hence the mixture of CRM and MYOB invoice numbering.
But if I just look for the automated reminders, you will see that only invoices which follow the MYOB numbering have been sent out. This is since September last year, so it is not a small sample size.
Please help! We rely on those reminders for helping us with our aged receivables. There must be something that can be done so they will work with other invoice naming types.
February 2020 - last edited February 2020
February 2020 - last edited February 2020
Hi @MicahEPNZ
At this stage, I cannot confirm if not using auto numbering is the only issue or if there are other factors involved as well. We would need some additional details to figure that out.
Therefore, can you please confirm what are the terms used on the invoices for which the invoice reminders are not being sent? You can check that by opening any invoice and clicking on blue arrow next to the "Terms" on the top right hand side of the screen. If the terms are "Prepaid" or "C.O.D", invoice reminders won't be triggered.
Also, if it's happening for multiple customers, please send me a Private Message with your serial number , invoice reminder schedule and the email addresses of atleast 2 customers, so we can investigate it further for you.
Kind regards,
Komal
MYOB Community Support
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