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November 2012 - last edited August 2017 by Steven_M
In the client card it would be beneficial if we could hard code the preferred invoice delivery method. We have many clients and some like them mailed some like them emailed and some don't want them sent at all. It is very difficult to rememebr when you are processing 100+ invoices which customer prefers which delivery.
"Permanent Invoice Delivery Choice"
Not sure if you're using any of these methods but I have two ways ... 1. In the Client Card (customer) once you choose the Sale Layout and the form you wish to use, you can then choose whether you want them printed, emailed, emailed and printed, or none at all (already printed or sent). 2. Creat an identifier (I use E for emailed) and anything I want emailed to these clients will usually report.
Is there a way, or could you implement a way that we can have a default set for how we choose to send invoices to customers.
When we create a new customer the invoice delivery method defaults to already printed or sent. It is one more thing we have to remember to change. If we forget, then unfortunatly we dont get paid as our customers dont receive an invoice!
Back in v19 I seem to remember there was a default in the preferences, or at least it would remember from the last card we created?