Sales: Email - Select from different email common templates
I would like to be able to select from a number of different pre-saved email templates when sending invoices. I often re-send overdue invoices to customers as a reminder - it would be nice if I could select an 'overdue invoice' template for the email when doing so, rather than needing to re-enter the message text every time I do this. The current behavior allows only one template, which I find rather restrictive. "Multiple email templates for invoices"
Sales: Download multiple invoices at once (as separate PDFs)
I would like to download (as separate PDFs) multiple invoices that I have created. Ideally by selecting a date range. I know I can click and open each individually, then click print and download each individually. But that takes way to much time for multiple invoices. I need a simpler way. Your current UI allows for it. Just add a button to the Invoices page, right next to Create invoice. When you tick a box or select a date range, click 'Download invoice as PDF'.
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.Sales: Drafting invoice to come back to later
I'd like the option to save an invoice as a draft so I know it's not complete. Preferably I'd like all the invoices to be drafts until I specifically finalise it. This way there is no confusion as to which invoices are complete, which have been sent to the customer, and which still need information added. "Saving a Invoice Draft"Bills: Change default sorting to be by Due date
Hi, Currently when I click on the bills list, It is sorted by "Invoice number" by default. I believe it would be much more convienient if it was sorted by "Due Date" Also when I click on the Invoices list, It is sorted by the Automatic MYOB "number" (which is completely useless to me). I think it would also be better sorted by "Due Date". These are default settings and it would be great if MYOB could make it a more user friendly sort column ("Due Date") or alternatively give you the option to set your owndefault sort so that I don't have to change it every time I go back to the list. Thank YOu "Default SORT of Bills and Invoices - change to "Due Date""
