Sales Invoice Delivery Status Settings

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Contributing Cover User
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Sales Invoice Delivery Status Settings

Hi, 

 

Our accounts receivable department is having an issue when they are keying in their sales invoices. 

 

Is there any way to have the invoice delivery status automatically set to "to be emailed" ? Currently they have to physically change each invoice they key in but we were hoping to have it to be automatically set to be emailed so that they can input the invoices in and then email them all out at once. 

 

Thanks Heaps, 

2 REPLIES 2
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MYOB Moderator
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MYOB Moderator
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Re: Sales Invoice Delivery Status Settings

Hi @romeos 

 

The invoice delivery status will be pulled from the customer's card>>Selling Details tab. As if you do need to set a default invoice delivery status you would be navigating to the desired customer's card and update the Selling Details>>Invoice Delivery field. Don't have an Invoice Delivery field? You need to have a default sales layout selected.


Our Help Article: Bulk update customer and supplier cards would be able to assist with updating a number of cards should you require it.

Kind regards,
Steven

MYOB Community Support

Online Help| Forum Search| my.MYOB| Download Page

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Trusted Cover User
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Re: Sales Invoice Delivery Status Settings

We have issues with this too. Smiley Frustrated

In our business if our Workshop staff have to create a new Customer Card they inevitably forget to change the invoice delivery status from the default 'To Be Printed' to  'To Be Emailed'.

This means each morning Admin staff are double handling each Sales Invoice to make sure the delivery status has been amended and the invoice actually sent.

It would be much simpler in this day of electronic communication if we had the option to set default customer invoice delivery from Printed to Emailed. 

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