Invoice Templates: Ability to select bank details
Frustration of mine is being unable to have multiple invoice templates, and change the bank payment details per invoice template, i have 4 bank accounts in use with bank feeds to MYOB too (association requirements) and would like to invoice specific to those accounts when issuing invoices, at the moment its very painful changing the bank payment details 'company wide', issuing the invoice, then changing the bank payment details 'company wide' again...
Scheduled ongoing invoice reminders
I am shocked and disappointed account right does not have the ability to send invoice reminders on a continuous basis if the invoice remains outstanding. The schedule configuration sends the invoice reminder as a once off eg if it is set to be sent at 30days after the due date it will however it will not re send this in another 30days if the invoice remains outstanding. Also, when viewing the history of the invoice to see sent dates etc the scheduled reminder's do not list in this view, this is not user friendly when following up outstanding invoices with clients the history is vital during client communication re efforts to have invoices paid etc.Include Job numbers on Sales templates for invoices
Users would like the option to include the Job number as a column in the sales template settings. At the moment, you can select a job at the time of creating the invoice, however when emailing/printing the invoice out the job number doesn't display. This idea was requested 4 years ago with a total of 20 votes and 7 comments.
Change the status in the "Activity" columns to better represent the actual status
IN MYOB Business in the invoices tab, the "Activity" column states "Emailed" or "Viewed", when in reality, it's actually already been Paid. Why can't the status be labeled correctly for where it is actually at. If its emailed and outstanding, then fine, but if its Paid or Overdue, then it needs to state that, rather than needing to look at the "Amount Due" column to work out if it states $0.00 or the full amount to know where it is at.
