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Invoices: Bulk print

Experienced Cover User

33Posts

33Kudos

0Solutions

33 Posts
Experienced Cover User
Australia

Is it at all possible to print or preview an invoice without it actually been sent to the client?


At the moment the only way to print an invoice is to screenshot it otherwise it applies and mails the invoice prior to showing you a PDF version. 


Not much good if I want to print it out and check it before I send it. 

 

Thanks

 

"Printing Invoices"

Current Status: Done
Last Changed: September 2016

Hi everyone,

 

Thank you all for your votes and comments for this idea.

 

With the implementation of Online Invoice in Essentials Accounting, printing the invoices will no longer mark them as Sent, instead they'll be marked as Printed. 

 

The Activity log of the invoice will also show the time stamp for printing, as well as emailing.

19 Comments
Matthew_W
MYOB Staff
2,173 Posts
MYOB Staff
Thanks for your feedback and suggestion. Adding a specific preview option to the enter invoices screen is certainly something that we can look into doing as party of a future update. In the meantime what you can do to be able to use the email button and then enter your email address in place of the Customer's. This will send it to you so you can preview, then you can resend it to them if you're happy with it. Please note that this will save your invoice.
SonicSecurity
Experienced Cover User
33 Posts
Experienced Cover User

Hi Matthew_W, thanks for the reply.

 

Have you actually used this feature?

 

The minute you hit PRINT, it opens a new tab and dispplays the invoice as a PDF for printing, then it marks the invoice as sent. There is no option to enter an email address when hitting the print button. 


I just ran a test invoice through the system, hit print and went back to the invoice page only to see it marked as sent. However, I don't believe it has actually sent anything, it's just marked the invoice as sent. 

A tad annoying. 

Matthew_W
MYOB Staff
2,173 Posts
MYOB Staff

Hi @SonicSecurity 

 

Yes I have used this feature a fair bit in my time as Technical Support for Essentials.
I did not mention using the print function because, as you have suggested in your message that you would like to preview it, as it would be sent to the client, the way to check that with certainty is to use the email feature.

Your original message seemed to suggest that you did not actually want it to be automatically sent through to the client before you had previewed it, which is why my suggestion was one that wouldn't send anything through to the client. The email workaround that I suggested and the print alternative that you have posted above are imperfect workarounds but will let you view the information without it being sent through to your client until you use the 'Resend to Customer' button to actually process it through. If there was a perfect workaround for this, then the suggestion would have been marked 'Already in Product' and closed, as this is not the case I have marked it as 'Under Consideration' so the community can vote on it and we can get an idea for the demand for it so that it can be added in fully at a later date.

 

I hope this clears up any confusion that you may have on the Ideas Exchange process and my above post.

 

Kind Regards,
Matthew

SonicSecurity
Experienced Cover User
33 Posts
Experienced Cover User

Thanks Matthew.


It just seems to be clumsy for thesake of being clumsy. I don't see why it would behave in that way. 

As you say, we'll let the community decide its worth.

tf
Experienced User
49 Posts
Experienced User

Definitely agree with SonicSecurity -we should be able to preview an invoice before emailing it. In the past I've tried Print, then got a message saying it's been emailed. Wow! If I'd wanted to email it to the customer at that point, I'd've hit Email, not Print!!

 

But then, as SonicSecurity suggests, I'm not actually sure it really has emailed it to the customer at that point - the invoice screen says it has, but I didn't get the email dialogue box... so do I resend it to the customer to make sure, or what?? Will the customer get no invoice or two invoices? I hate being made to look unprofessional because I'm not sure what my software is doing.

SonicSecurity
Experienced Cover User
33 Posts
Experienced Cover User

I've tested this extensively and the conclusion is that it is once again simply sloppy coding by the teenage engineers. 

 

Once you hit print on an invoice that has NOT been sent, it will change the green EMAIL button to RESEND TO CUSTOMER but the system does not email the invoice. 


This is a problem because if I print it and I then get distracted, coming back it is easy to assume that it has been sent as the "activity log" at  the bottom of the page is as informative as a blank newspaper!!

Krickett
10 Posts
User

I agree, it is a bit confusing that when you print an invoice the display changes to RESEND TO CUSTOMER - implying that it has already been sent.

 

I usually PRINT the invoice it to preview it for it's accuracy and read-ability before actually sending it.

 

This is definitely something that needs some attention.

 

BecM
Experienced Cover User
42 Posts
Experienced Cover User

I'd also like a preview option. Just to give the invoice/quote a once over to decide if I want any changes before sending it on.

FHChats
9 Posts
Cover User

I totally agree. We just printed an invoice so we could check it, but we are not ready to send yet. Now it is marked as sent, so we are going to have to be really careful that it doesn't get overlooked when we are ready to send it.

Even a little pop-up option 'Mark as sent? Yes/No' after printing would be helpful.

 

Alternatively it would be great if we could mark it as a 'pending' invoice like we were able to do with Banklink.

CloverQ
9,085 Posts
Former Staff

Thank you very much for your feedback and suggestion. Having a specific invoice preview option before emailing it is certainly something our developers can look into.

 

Currently when you print the invoices, it considers the invoice as being printed out and sent physically, hence change the 'Email' button to 'Resend to customer' without actually emailing the invoice. I can see it can cause confusion in some situations, we would love to hear what everyone thinks so please show your support by voting for this idea if you are interested, it would help our developers to track the demand and prioritise their work.