Share your ideas for improving MYOB Business. Vote on ideas and discuss them with the MYOB product development team.

Product Ideas

Statements: Include copies of invoices

Contributing User

10Posts

7Kudos

0Solutions

10 Posts
Contributing User

A favourite ploy of overdue debtors is to ask for copies of all the outstanding invoices. They know this can be a real chore!

How about an option to print or email a statement for a client with all relevant invoices automatically attached?

 

"Auto print/email invoices referred to in a client statement"

Current Status: Done
Last Changed: July 2022

Hi Everyone

MYOB Essentials allow customers to view an unpaid invoice summary, which showcases the unpaid invoices sent.

5 Comments
Liam_M
3,488 Posts
Former Staff

Thanks for the great suggestion @MichaelGli I can certainly see how automatically including copies of all relevant invoices when printing or emailing statements could be helpful to some users. Anyone who would like to see this option, please cast your vote here.

Tracey15
2 Posts
Cover User

 Is it possible to attach invoices to statements when you email them to customers?

Steven_M
45,180 Posts
Former Staff

 Hi @Tracey15Currently this idea is marked as under consideration by the team. At this stage we don't have a time frame for when this idea will be marked for development/added to the program. However we still encouraging clients that would like to see this idea to vote and comment if required for this idea.

You can vote for an idea on the MYOB Essentials Idea Exchange by selecting the + VOTE button to the left of the idea's name.

ABS2
9 Posts
User

This would be a great idea! 

Steven_M
45,180 Posts
Former Staff

Hi Everyone

MYOB Essentials allow customers to view an unpaid invoice summary, which showcases the unpaid invoices sent.