Changes to Improve Invoicing
Change 1 - Default Payment Options Do Not Save For Recurring Invoices When you set up a recurring invoice there is no option to choose the customers default online "payment options" which means that once the recurring invoice is set up; every time the invoice must be sent out you must manually go into their invoice and change the online payment preferences so that the customer must pay the surcharge instead of the business. Which gets rather irritating when you have dozens of invoices to send. Change 2 - Bulk Delete Of Unnecessary Invoices With recurring invoices that pop up but there was no work completed that week, the invoices need to be deleted. Now there is a feature to select multiple invoices however the only option once they have been selected is to "Email" them or to "print PDF" them. If there was also a delete button there it would make my life a whole lot easier when having to get rid of invoices.
ALL Invoices Not Showing
Hi all, For the past three days, I have been trying to view all, in progress and completed Invoices. Nothing is showing. So to confirm I am on a desktop, I go to sales in the menu on the left and click invoice. No matter what I do with the menu tabs across the top, I can not get any invoices to show. Currently, I have it set to all and the date range for this entire financial year and nothing shows. Can anyone help? I figured it is something wrong with the software, but after three days I thought it would be fixed. Thanks.
Invoices are missing
Hello, Today I have noticed that all my invoices for the last 3 years have disappeared except for 4 for 2 different customers but these weren't even the latest ones for those customers. This was when trying to use the search function on the invoice screen. I tried to find the invoices via the Sales report but couldn't see any but the 4 there. What was really strange in the report screen is that it gave me a filter option for a customer or an employee & when I checked what was set for employees, some of them were listed as a search option. I can find some invoices via the Profit & Loss report, but not all of them. I created a new invoice & that has disappeared from the invoice list as well. Not happy! I've cleared my browser cache several times & even restarted my machine so please don't suggest those as a resolution. I also ensured my browser version was up to date (Chrome) - it was. As a last resort I logged into MYOB using Edge & can now see the missing invoices except for the 1 I just created! I'm not keen on using Edge so it would be great if you could look into the Chrome issue please. fyi - the invoice I created in Chrome could only be seen in Edge if I searched via the invoice number. It would not appear otherwise. Thanks Nicky
Dashboard Real Time Sales Reports graph monthly
It would be really helpful to see real time sales report in the dashboard so you can see how business is tracking immediately. At the moment I need to keep changing my accounting method to accrual in order to see how many invoices I have sent out in the month and then switch it back again to cash. This is not ideal or efficient. My concept is an additional graph on the dashboard like the existing Income graph that can be changed to "this month", last 3 months" and "last 6 months" for Real Time Sales Reporting.
