Email Receipt Automatically
There should be a function that once the invoice is marked as paid, and shows a $0.00 balance, the customer is automatically emailed a receipt. I currently have to manually email each and every customer a receipt as many don't understand that the invoice with $0.00 balance serves as a receipt. They want something that states "Receipt" on it.
Auto generate and fill PO or customer ref on recurring transactions
I have a bunch of recurring invoices every month and need to manually edit each one as they are created, to add the customer reference or PO number. I know that xero allows users to have the customer reference automatically added, including auto-updating fields such as [month], [year], etc. The lack of this feature in MYOB means that I cannot automate invoice creation and sending as I need to edit each one first, which costs me hours. Is this feature likely to be added?
Sales/service dates
I would like to be able to add a service date to my invoices, so I can do once a week billing. NDIS require a date service was supplied and MYOB does not have that function. this means I have to do a seperate invoice for every service I provide. Even if that’s 7 services in a week for same client!
Additional information in the sales register
Please consider adding new information in the sales register. I have many sales per day and most of my customers are on account, so invoices remain open until the following month when they are paid. I need a way to look at my sales register at the end of the day and see if each sale has been completed shipped. Currently there is no option for me to do that. Perhaps even a blank column for me to put in any information I choose would be helpful. Thank you for considering my suggestion. Sue
Do NOT include Online Payments by default with Secure Invoicing.
Upgrading to Secure Invoicing should not be connected by default to Online Invoice Payments. These two things should be separate. For MYOB users to continue emailing Invoices requires the mandatory upgrade to Secure Invoicing - fine. But it SHOULD NOT cause the activation of Online Invoice Payments by default. And the option to "not allow" isn't working universally. Until that flaw is completely fixed, Online Invoice Payments must be separate from Secure Invoicing upgrades.
