Changing dates when changing Sales Quotes/Orders to Invoices
Hi Team, Long time desktop AccountRight user here. If I had just one wish, just one, it would be when changing predated quotes/orders to open invoices, it would automatically change to today's date. My sales team often convert existing orders to invoices adhoc throughout the day, often without changing the date. I am responsible for sending out the end of day invoices in a batch. All accidental pre-dated invoices often miss the batch. When customer payments are made 30 days later, even though statements have been sent, customers will more than likely miss payment on that particular invoice because they hadn't received it. When goods are received from our suppliers, MYOB automatically defaults "receive items" to todays date. For the sake of consistency, wouldn't it just make sense to do the same when invoicing? Many thanks for your consideration Best Regards BruceFeature Request: Streamlined Invoice Customization for Small Businesses
Hello MYOB team, I have been using MYOB for a while now and I love it for managing accounts and finances, but I have noticed a deficiency in invoice customization capability. As a small business owner, I often need to add custom items (payment terms, service descriptions (specific), promotional notes) to invoices to help clients understand what the charge relates to. Considering the available customization options are presently satisfactory, I think you can agree that a more flexible interface for invove designing and customizing invoices to disclose relevant details would be beneficial for small business owners - highly beneficial. Specifically, I would benefit from being able to drag and drop invoice sections, change simple fonts, and adjust layouts with relative ease. Fielding quick custom fields or options based on clients would also save significant time. On the topic of invoices, it is evident many small business owners are seeing growth rates they haven't seen in many years, and along with growth, there is the importance of ensuring robust expanding cybersecurity practices. In case there are curious minds out there as to how to learn cybersecurity to protect your business I would appreciate any recommendations for resources or courses. Anyway, I think an update to the invoice customization/sort of interface and a bit of hinting about cybersecurity resources, would be a constructive addition to the MYOB value-add offering. Look forward to your feedback! Thanks, martinanderson
Allow to automatically change invoice number when converting order, not just quotes
When the new separate sales numbering sequences were introduced, we set it up and changed the settings so order numbers wouldn't be retained when converting to invoices. However, after a bit of to and fro with support, we were told these settings only come into play when converting a quote to an order or invoice and are not triggered when converting an order to an invoice. This feels like a bit of an oversight in the implementation of the new number sequences. Otherwise, I don't understand the purpose or intent of the separate sequencing. We liked the idea of the separate sequences because our invoice numbers have been jumping all over the place because some orders are not converted until several months after creating. On a rare positive note, we've noticed the bug that meant we weren't being warned about duplicate sales invoice numbers has been fixed, so that's something. Thanks.Make online invoice layout match pdf invoice template
You allow us to create our own templates for sending invoices, so I think the version the customer sees in the invoice summary and the invoice portal(?) should match what they see if they open the PDF. It is our hope that the customer assumes MYOB has glitched rather than thinking that we would send something so unprofessional-looking.Why not make the Online Payment Option set within a Customer's Card?
We have about 5 customers out of hundreds that prefer to request their emailed invoices with an online Credit Card payment option when receiving their invoices sent through MYOB. So, we have must have the default setting turned to Active to enable this option. This means however all customer invoices by default have the Online payment option active and we have to manually switch it off at time of entering every invoice for the bulk (99.9%) of our invoices. It more than annoying as it adds an unnecessary step to every invoice creation. Why not have the option to have online payments active or off set from within the Customer's Card instead? It could be a simple check box under the Selling Details tab of the Customer Card Information window.
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
