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Invoice email

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Narra11
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Invoice email

I schedule invoices to go out fortnightly via email but they do not appear to be sending.

 

The particular file I am using isnt online.

 

Can someone tell me do I need to use an online file for them to be sent or should it still work offline.

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Super User sholt73
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sholt73
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Re: Invoice email

I'd be curious how you set the schedules to send them out as I am not aware of any place to put a schedule for this.

Narra11
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Re: Invoice email

Thanks for your reply. Just to clarify its a scheduled invoice and the invoices are supposed to be emailed. I hope this makes sense.

 

MYOB Product Team Haydes
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Haydes
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Re: Invoice email

Hi @Narra11

 

With scheduling Invoices, can I ask how you are setting this up?

 

Essentials does have a Reminder Service however this won't automatically email out your Invoices, they will only automatically remind your Customers on Invoices that have already been sent out by email.



Cheers,

Hayden
MYOB Product Team
Narra11
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Re: Invoice email

Hi Hayden.

I have set up a fortnightly invoice to be scheduled for a client. (a recurring transaction).

On the invoice delivery status it is marked as "to be emailed"

MYOB Product Team Haydes
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Haydes
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Re: Invoice email

Hi @Narra11

 

This sounds like you are using AccountRight and not MYOB Essentials like the Board you have posted on.

 

If you have set up a Recurring Transaction in AccountRight to automatically record and Notify a User, then this will record the transaction with "To Be Emailed" as specified however this will not send the Invoice automatically.

 

This will still require the User to open Sales > Print/Email Invoices > To Be Emailed and send these in bulk.

 

There is currently no facility built into AccountRight or Essentials to automatically send Invoices based on a schedule.

 

 

If you would like to set up automatic delivery of Invoices based on schedules, I would suggest posting this as a suggestion on the AccountRight Idea Exchange. You can do this by going to: Browse Community > AccountRight > AccountRight Idea Exchange > Submit an Idea

Here is a link to make life easier: AccountRight Idea Exchange



Cheers,

Hayden
MYOB Product Team
Narra11
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Re: Invoice email

Great advice. Thanks Heaps Hayden

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