Recurring transactions emailing invoices
Hi MYOB, I'm looking for help in setting up a recurring transaction that emails itself to the client. I don't need a reminder I have the recurring transaction working OK Is this an available feature? I can see plenty of threads asking for this but not answered. ie: an option below to: "email invoice to customer billing address" - checkbox Cheers Enceladus DigitalSolved
Importing Sales Service Invoices with no amounts -URGENT PLEASE
I recently purchased an existing buisness (Mechanical repairs and service) where the original owner had to supply a new laptop with the company data. As we had to get a new ABN etc we had to install our own copy of MYOB and try to transfer the previous sales history. The issue we are having is we cannot transfer the invoices (3 years worth) without the sale amounts transferring over with it causing havoc in my financials. We only need the invoice information as it contains important customer history. Can someone help please.Solved
Myob In Tray
Hello, An increasing number of supplier are sending links to invoices rather than a PDF of the invoice and we actually do the same when we send invoices to customers. When we recieve an invoice from a supplier we normally forward the email to the email address linked to our in-tray or the supplier emails to the in-tray directly, but when the supplier is sending a link to the invoice it is not able to be automatically imported into the in-tray and same goes for our customers that use different accounting software. so it would be good if this was developed as an added feature.
unable to access Print/Email Invoices list 'Unable to Connect' error message
Dear MYOB support We've been experiencing ongoing issues of being unable to access the print/email invoices function, Accountright error message displays 'Unable to Connect' (please see my previous posts regarding same issue). We have been dealing with this same problem for MANY months, with great frustration. While the print/email invoices list is not able to be accessed we've had no choice but to painstakingly email every single invoice individually = huge waste or our staff's time. About a month or so ago though & to our immense relief & amazement, this function miraculously started working again....hallelujha!! ...& we were once again able to access the Print/Email Invoices list so we could 'select all' & bulk email all invoices for the day. SO much quicker! However & incrediblyfrustratingly,as of TODAY the Print/Email Invoices function has stopped working again. It happens regardless of which user login is used & from whichever of our offices we login from & over various internet providers - as has been the case previously. All other functions continue working. Yesterday it was working...today it is not, and we have not done anything differently. All past suggestions from MYOB support regarding this issue have not been able to fix it. Given that the function recently started working again, without us doing anything differenty, but has now stopped working again, can someone from MYOB please explain what is going on? It is incredibly frustrating to be battling this issue with what is such a basic & necessary function. I look forward to a response.303Views0likes2Comments
SETTING UP MULTIPLE FORMS FOR CUSTOMERS - EG QUOTE AND INVOICE
Not sure why we cannot do this yet but i'm not really suprised. I have set up multiple printed forms for my customers as they require different information on them so should be treated differently. One for QUOTES, ORDERS AND INVOICES. This means I need to change the form in the customers card file when I want to send a quote or an order or an invoice.Without having to select a differnt print set up every time at every stage of the customer sales process is there a way around this. Is there a way to have a form set in the card file separate for each of these processes as they are all very different so should not be on the same form. This is tediuos when conducting multiple quotes/forms a day not to mention possibly forgetting to do so. There are so many ideas coming through to MYOB FORUM but yet you keep updating areas that are really not required but failing to update what your subscribers are after. Please for all who use this system update the items required for everyday bookkeeping and administration. 1. ability to send receipt deposits 2. set a functional progressive payment method 3. abilty to send receipts directly from payment area 4. purging old invoices pre 2015 5. abilty to select multiple print forms 6. abilty to search for item by supplier in sales item entry 7. abilty to write notes against invoice not just customer or supplier 8. ability to delete pre 7 year account codes not in use 9. ability to delete pre 7 year sales / purchase invoices in bulk 10. ability to delete bulk items not one by one 11. add more functions to the items / inventory area - needs to be easier to find items Gosh the list could keep going. MYOB is such an easy and effective software program please keep it relevant and current as it would be a shame to lose such a good program. Just keep adding to it and giving the customer what they require as changing programs is a pain in the backside and most of us just don't have the time for it.402Views0likes0CommentsINVOICES DOUBLING UP
There is something very strange happening with MYOB at present. Double up of invoices are not being flagged if entered already. MYOB is allowing the double up to occur. Invoices with no info are also not being flagged but saved without notification. Cards are reverting to an old file with incorrect information and doubling up. I am wasting so much trying to clean up this system it's driving me insane. FIX IT FOR GOODNESS SAKE! How can a program that has thousands of users be so unstable. How frustrating?1KViews0likes4Comments
Myob invoices app cant bring up my inventory items
Hi I'm trying to create quote and invoices on my myob app but I can't even load the items inventory to start to add lines to my quotes/invoices I have deleted the app and reloaded it, logged out and back in and still keep getting the same issue1.1KViews0likes9Comments
