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"3.1KViews15likes4CommentsSales: 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'.2.2KViews2likes3CommentsALL 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 NickyRecurring 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 DigitalSolvedDashboard 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.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.SolvedSales: Removal of Due date
Customisation of Invoices - option to delete due date? I understand that customisation is on its way - I have clients that would like to delete the due date field and descriptor. Any plans to do so? Thanks "Customisation of Invoices - option to delete due date?"4.1KViews2likes5CommentsNumber of overdue invoices doesn't match
Is anyone else finding that the "Overdue Invoices" section on the dashboard doesn't always match when you select it? I am finding that it is including invoices that are due that day so they actually aren't overdue until the next day. Today our shows 6 overdue but 4 are actually overdue and 2 are due today. Happens often. Also when we do statements early in the morning on the 1st of the month the "ageing" doesn't appear to have happened, as if we run them again later in the day the current, 30, 60 etc days can change. Can anyone tell me what time we need to wait until? We thought these calculations by MYOB would happen once the date changes at midnight, but it doesn't seem to be the case. Thank you.Email: Ability to set senders email address for Outlook
Hi, the fact that Myobautomatically uses Default emailaccount in Outlook is totally wrong move. Lets say that we have 5 email account in OUTLOOK, default is FRED@ and the one that I need to use for Invoicing is ADMIN@. I am sending invoice via MYOB that will automatically use FRED@ in my Outlook. Does that make any sense? NO. It does not. How hard would that be to configure MYOB to be able to set whatever account in my OUTLOOK will be the MYOB account? I know that your answer is going to be this: You can set default ADMIN@ and when you use OUTLOOK without MYOB, you can choose your account FRED@ manually. This would be veryunproductive and very hard to manage. The reason why you have to make the feature ,, CHOOSE OUTLOOK EMAIL ACCOUNT,, available is that people can use appropriate outlook email account with different email signatures. 99.99% companies havemultiple emails. Please let me know what you think....:-) Have a good day Fred "Outlook Email Default for MYOB"28KViews123likes35Comments