Printing account invoices transactions without committing them

[AdamW]

We have just moved back to Rm and AR after 12 months using Vend, Unleashed and Xero as intergrated systems.

We would to be able to save and print invoices (or any transaction) without having to commit the transaction.

Our situation is that everyday we have our account customers ring and place orders for upcoming jobs. Sometimes these jobs don't go ahead and the order is cancelled. So that we know what is coming up in or deliveries we print the invoice and place it on the relevant day's delivery board. In order to print though, we have to commit the transaction. 

Using this current system, if the order is cancelled we then have to go back in and credit the customer for the order and allocate the credit appropriately. In order to avoid this, is there a way that we can process orders, save/park them, print the docket and then commit ONLY when the delivery is made?

[Sebastien_D]

Welcome to the Community Forum @AdamW, we hope you find it beneficial for your MYOB queries.

There is currently no way to print Orders before they are committed and saved unfortunately. We apologize for any inconveniences that this may cause. Have you looked at our new point of sales software? You can find all the information about it on our website - MYOB Kounta.

Please let us know how you go as we are happy to discuss further.

[Stuart_Donaldson]

The way to do this is to use SalesOrders. These can be printed, altered and cancelled before they are committed to sale, either as an account sale or cash sale.

You can hold a SalesOrder open even if paid in full by adding a Phantom product to the sale with a $1 value. When you remove this the order is paid in full and becomes an invoice.

If you want the sales orders to look different, e.g. titled Pending Sale, I can customise them for you.

Regards

Stuart

[Suja_P]

Hi @AdamW,

Great to see you've received multiple responses on your very first post on this forum. I trust these were useful to you. Please do post again if you need further assistance or anytime you need help. We're happy to assist.

I'd also like to take this opportunity to extend a very warm welcome to the MYOB Community Forum. I hope you find this to be a useful tool. 

[AdamW]

Hi Stuart,

Thank you for your reply - a lot more helpful than the response from MYOB.

I will try using Sales orders from now on. When the Sales Order is committed as either an account or cash sale and the transaction is batched for emailing to our customers, will it be titled 'Invoice' or 'Sales Order'?  I don't want to confuse customers receiving invoices by email.

[Stuart_Donaldson]

Once invoiced it will be titled "Tax Invoice"