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bring back unpaid and unsent

LCrowhurst
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bring back unpaid and unsent

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...

11 REPLIES 11
Sam_R
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Re: bring back unpaid and unsent

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:

 

image.png

The Activity column indicates whether the invoice has been successfully emailed:

 

image.png

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.

Kind regards,
Sam

MYOB Community Support

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

LCrowhurst
Trusted Cover User
578 Posts
Trusted Cover User
Australia
Trusted Cover User

578Posts

91Kudos

3Solutions

Re: bring back unpaid and unsent


@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:

 

image.png

The Activity column indicates whether the invoice has been successfully emailed:

 

image.png

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.....

Sam_R
MYOB Moderator
3,372 Posts
MYOB Moderator
MYOB Moderator

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509Solutions

Re: bring back unpaid and unsent

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.

 

image.png

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.

Kind regards,
Sam

MYOB Community Support

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

LCrowhurst
Trusted Cover User
578 Posts
Trusted Cover User
Australia
Trusted Cover User

578Posts

91Kudos

3Solutions

Re: bring back unpaid and unsent


@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.

 

image.png

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? 

LCrowhurst
Trusted Cover User
578 Posts
Trusted Cover User
Australia
Trusted Cover User

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Re: bring back unpaid and unsent

this is all we seeMan Frustrated

Screen Shot 2022-11-08 at 12.34.18 pm.png

Sam_R
MYOB Moderator
3,372 Posts
MYOB Moderator
MYOB Moderator

3,372Posts

244Kudos

509Solutions

Re: bring back unpaid and unsent

Hi @LCrowhurst,

 

Apologies for the late reply. 

 

Have those customer invoices you've attached since been updated with the correct statuses? 

Kind regards,
Sam

MYOB Community Support

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

LCrowhurst
Trusted Cover User
578 Posts
Trusted Cover User
Australia
Trusted Cover User

578Posts

91Kudos

3Solutions

Re: bring back unpaid and unsent


@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? 

Snowdig
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Re: bring back unpaid and unsent

i agree this is very annoying that this drop down has been deleted

Snowdig
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bring back sent invoices drop down

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

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