Thank you for visiting our Partner Zone. This area is an exclusive space for MYOB Partners. Find out how to Partner with MYOB.
October 2022
October 2022
since the migration to the new essentials we lost the unpaid and unsent drop down...i find it hard to keep track of what invoices i have and havent sent....I often filtered by the unsent drop down box...
November 2022
November 2022
Hi @LCrowhurst,
Thank you for your post.
In the updated version, you can filter the Status column which indicates the payment status of the invoice:
The Activity column indicates whether the invoice has been successfully emailed:
For more information on this, please see the below Help article:
If you had any further queries on this, do feel free to reach out.
If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.
November 2022
November 2022
@Sam_R wrote:Hi @LCrowhurst,
Thank you for your post.
In the updated version, you can filter the Status column which indicates the payment status of the invoice:
The Activity column indicates whether the invoice has been successfully emailed:
For more information on this, please see the below Help article:
If you had any further queries on this, do feel free to reach out.
If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.
ok thanks
still miss the unpaid and not sent....
also cant seem to see when the client actually opens the invoice....all it tells me is they have viewed it....but i cant see when.....
November 2022
November 2022
Hi @LCrowhurst,
Thank you for your feedback regarding the unpaid and unsent query.
In regards to seeing when the customer viewed the invoice, you can see this by clicking the Invoice number to open the invoice, then scrolling to the bottom of the page to view the invoice's activity. For example, you'll see when the invoice was created, if it's been emailed and if the customer has viewed or downloaded the invoice. You'll also see if any payments have been received.
Do feel free to reach out if there was anything else you were unsure about.
If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.
November 2022
November 2022
@Sam_R wrote:Hi @LCrowhurst,
Thank you for your feedback regarding the unpaid and unsent query.
In regards to seeing when the customer viewed the invoice, you can see this by clicking the Invoice number to open the invoice, then scrolling to the bottom of the page to view the invoice's activity. For example, you'll see when the invoice was created, if it's been emailed and if the customer has viewed or downloaded the invoice. You'll also see if any payments have been received.
Do feel free to reach out if there was anything else you were unsure about.
If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.
our version doesn't do that just shows its been emailed and viewed...thats it....we dont see the view as you have shown....
also a client paid us with their credit card last week, where do I see the fees applicable?
November 2022
November 2022
this is all we see
December 2022
December 2022
Hi @LCrowhurst,
Apologies for the late reply.
Have those customer invoices you've attached since been updated with the correct statuses?
December 2022
December 2022
@Sam_R wrote:Hi @LCrowhurst,
Apologies for the late reply.
Have those customer invoices you've attached since been updated with the correct statuses?
correct statuts? as in showing the activity?
February 2023
February 2023
i agree this is very annoying that this drop down has been deleted
February 2023
February 2023
can you please bring back the SENT AND UNSENT invoice drop downs
it is very helpful to see what invoices are unpaid and sent
i have many invoices in my system that are not ready to be sent so i dont need to total these
i want a total of the invoices that are already sent
just like the previous version of myob
1
|
213
|
|||
2
|
686
|
|||
1
|
873
|
|||
1
|
604
|
|||
by
Noremac01
December 2022
11
2963
|
11
|
2963
|