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MYOB Essentials

Invoices: Bulk print

Contributing Cover User

33Posts

36Kudos

0Solutions

33 Posts
Contributing 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.

18 Comments
Experienced Cover User SueMesz
62 Posts
Experienced Cover User

My observation and testing would suggest that the "email" button is changed to "resend" after using the "print" button but in fact no email was ever sent to anybody. You can preview the invoice with the print function quite easily, but it's misleading and confusing the way the buttons work and change. For example if you print an invoice and email another invoice, on the invoices listing they both are ticked as "sent". We print invoices to use as orders to deliver product but we like to email them to customers as well since they often get lost. Sometimes it might not suit our workflow to email it right away, or print it right away, so it would assist greatly if there were 2 columns to indicate "printed" and "emailed".

MYOB Moderator Steven_M
33,465 Posts
MYOB Moderator

Hi @SueMesz

 

Thank you for sharing your observations and testing in regards to this idea.

As mentioned previously when you do print out an invoice it considers it to be physically sent to the customer and therefore changes the email option to be Resend to customer. This idea has been added to the MYOB Essentials Idea Exchange to avoid that confusion and improve the workflow.

Along with commenting, I would recommend if you would like to support your support for an idea or others on the MYOB Essentials Idea Exchange to vote for the idea. To vote for an idea select the "+ VOTE" button to the left of the Idea's name.

Beginner
3 Posts
Cover User
Hi All, The issue of a spurious "sent" being shown is a serious bug for any normal-minded user, Can I suggest an alternative to appease the purist viewpoint that "Print" means that a paper copy could have been sent. Please program an extra button labelled "Preview Invoice without Printing". The coding must then show an image, but without any means of printing to PDF or hardcopy. The key issue here is that this new button DOES NOT change the status of the invoice to "Sent", and also does not change the email button to "Resend". Please action this simple suggestion as this problem has probably caused numerous potential Essentials customers on the "Free Trial" to go with other software.
MYOB Moderator Steven_M
33,465 Posts
MYOB Moderator

Hi @Beginner

 

Thank you for your additional feedback and possible suggestion in regards to this MYOB Essentials idea.

Along with commenting for an idea on the MYOB Essentials Idea Exchange you can show show your support by voting. To vote for an idea select the + VOTE button to the left of the idea's name.

Beginner
3 Posts
Cover User

This same topic has been highlighted as an issue several times previously, but no solution was offered. 

 

Previous posts include:

          Starboard   25-8-2014

          dpcam1   25-4-2015

          Sonic security 23-03-2014

and numerous others

 

This is a very simple potential solution.

 

 

The Invoice Print button also causes the Summary to show the invoice as sent.

 

Apparently this is because it is possible to have sent the printed hardcopy invoice by manually mailing it without MYOB being aware of it.  So it is an audit rigour thing.

 

In fact the reason that 99% of users hit the "Print" button is to make a checkprint of the draft invoice.  They do not intend to snailmail the draft checkprint as they will use email when happy with the look of the invoice.

 

The fact that the invoice is now shown as "sent" is worrying and confusing.  I did numerous tests with dummy customer and dummy invoices and proved that this button actually does not send any email, even though it changes the email button to "Resend Email".

 

Please implement the following idea to prevent this confusion once-and-for-all.

 

  1. Change the name of the existing "Print " button to "Print invoice for manual mailing".   The button then does exactly what it does now, and updates the summary to "sent" and the email button to "Resend email"
  2. Add a new button named "Preview  Invoice without sending".  This button only prints the invoice to the selected printer (pdf or hardcopy). a pdf view only that can't be hardcopy printed or emailed. There is no change to the status of the invoice in the summary.  The "Email "  button remains unchanged. The user can then check the invoice and edit as necessary.

 

As creating an invoice is one of the first things a prospective trial customer will do, it makes sense not to throw away those customers who come across this thing as it now is, and decide to trial Sageone instead.

Experienced Cover User SueMesz
62 Posts
Experienced Cover User

Since when did the word "print" mean "sent"??? Print means print. There is a button to email the invoice to the contact which works correctly, but resetting that button to "resend to customer" when the invoice is printed is totally erroneous since it makes the HUGE assumption that printing an invoice results in that piece of paper going into the mail or handed to the customer.

 

If you want to mass indicate that invoices have been sent use check boxes and a master button to "send all" or "mark all as sent".

MYOB Moderator Steven_M
33,465 Posts
MYOB Moderator

Hi @SueMesz

 

Thank you for your comments in regards to MYOB Essentials.

I have merged them onto this idea already included on the MYOB Essentials Idea Exchange linked more to your feedback.

MYOB Moderator CloverQ
7,453 Posts
MYOB Moderator

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.