Bulk Emailing/PDF Download Customer Statements

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Nicole_BV1
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Bulk Emailing/PDF Download Customer Statements

Hi!

I'm trying to send out end-of-month statements to customers but it says "You cannot email more than 20 customers at a time". Smiley Surprised

 

This is super inconvenient - I have over 100 statements that I need to send out each month, am I going to have to separate them into blocks of 20 each time...Smiley Indifferent

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Steven_M
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Re: Bulk Emailing/PDF Download Customer Statements

Hi @Nicole_BV1 

 

Thank you for your feedback on MYOB Business


As the message does indicate, currently the Email Statement feature only allows the user to select 20 customers at a time. Should you be looking at emailing to more than 20 customers we do recommend doing those emails in blocks.

Kind regards,
Steven

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Nicole_BV1
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Re: Bulk Emailing/PDF Download Customer Statements

Is this really the solution? Is there a plan to remove the limit?

 

It is unreasonable to enforce a limit on the number of invoices or statements a business can send at any given time, the purpose of accounting software is to ease end-of-month outgoings.

Prior to the MYOB Business upgrade, Essentials was still allowing an unlimited amount of emails/downloads, why did it change?

Steven_M
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Re: Bulk Emailing/PDF Download Customer Statements

Hi @Nicole_BV1 

 

To my knowledge, there are no current plans in place to remove that limit within the MYOB Business platform.

In saying that, you might want to look into Setting up unpaid invoice summaries. This will automate the statement-sending process to your customers with a summary notification being sent on the 28th of each month.

Kind regards,
Steven

MYOB Community Support

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