Activity History doesn't indicate that an invoice has been downloaded or printed

[lizzie2]

Since the update from the Original Essentials, by invoices don't indate int eh activity history that they have been printed or downloaded. Could you please explain this to me? It only indicates the creation date, then indicates if it has been emailed. 

[DAL-WA]

Hello 

When emailing the invoice have you deleted the PDF option

my understanding is the PDF sends as an attachment hence when the client opens the pdf it doesn't register the activity. If pdf is deleted then the link is used so it then registers the activity 

hope this helps .. couldn't attach photo of pdf attachment in email 

regards

Tarnia

[LCrowhurst]

---

@DAL-WA wrote:

Hello 

When emailing the invoice have you deleted the PDF option

my understanding is the PDF sends as an attachment hence when the client opens the pdf it doesn't register the activity. If pdf is deleted then the link is used so it then registers the activity 

hope this helps .. couldn't attach photo of pdf attachment in email 

regards

Tarnia

---

i have this issue too and havent deleted the PDF..why would we? 

also when is MYOB going to fix the issue where the invoice sends out but just sais Dear,? not good...

[JChappy]

We have the same problem.  We have customers with no email addresses (elderly) and we have to post invoices to them.  There's nowhere that I can find that records that the invoice has been printed or downloaded so that it's recorded.  It has resulted in multiple copies being sent to customers which has upset a couple of them, rightly so.  I have yet to find a way that we can even manually enter that it has been sent to the customer.  It seems to be a flaw with this "upgrade".

[KAREN-1234]

We have the same problem.  We have customers with no email addresses (elderly) and we have to post invoices to them.  There's nowhere that I can find that records that the invoice has been printed or downloaded so that it's recorded.  It has resulted in multiple copies being sent to customers which has upset a couple of them, rightly so.  I have yet to find a way that we can even manually enter that it has been sent to the customer.  It seems to be a flaw with this "upgrade".

[Sean_DC]

Hi @lizzie2 

Thank you for your post. 

In the upgraded version of MYOB Business/Essentials, there is an Activity History showing when the transaction was created or emailed only. The option to see if it is downloaded or printed as an invoice after sending it through your customer's email is a feature being suggested with no time frame given.
 

Please feel free to post again. I'm happy to assist further.

If my response has answered your enquiry please click "Accept as Solution" to assist other users to find this information.

[LCrowhurst]

---

@Sean_DC wrote:

Hi @lizzie2 

Thank you for your post. 

In the upgraded version of MYOB Business/Essentials, there is an Activity History showing when the transaction was created or emailed only. The option to see if it is downloaded or printed as an invoice after sending it through your customer's email is a feature being suggested with no time frame given.
 it shouldnt be a feature being suggested when it was a feature available in the OLD MYOB!!

Please feel free to post again. I'm happy to assist further.

If my response has answered your enquiry please click "Accept as Solution" to assist other users to find this information.

---

[JChappy]

Thanks for the reply, but what I'm after is being able to see if WE have printed an invoice to send in the mail.  Not all of our customers have email addresses so being able to track it after it has been emailed misses the point.  Why can't we track all of the times we as issuers have either emailed or printed the invoice.

[KAREN-1234]

Hi JChappy

Sorry I just copy pasted your exact message and resent it because I have the same problem and I couldn't see a response to you.  I don't think they have corrected the problem yet, but now at least I know it's not just me.

[Sean_DC]

Hi all,

I appreciate your ideas and thoughts about this. As of the moment, an activity history for printing is not an available feature in the software. It only tracks if an email was sent. This is a great idea that you can share on our Product Ideas Board so that our development team can see your suggested feature. Posting your idea can allow others to vote for it as well.