Convert Quote to Sales Order
Hi everyone, in the old Account Right I could send a customer a quote - they paid a deposit and I'd turn the quote into a Sales Order with the drop down box and apply the deposit. Moved over to MYOB Business and I cannot see any way to do this. Only option is Quote to Invoice - which I don't want to do as it can take weeks, sometimes months between getting a deposit and finishing the job and issuing an invoice. I'm sure it's a simple bit of coding as it worked on Account Right. It simply makes sense to implement it on MYOB Business.
Email Address Update Issue in Contact Management
I’d like to raise a concern about a challenge I've encountered with updating customer email addresses in MYOB. While it’s possible to remove the old email address from the contact list and add a new one, reminders and late payment notices for previously sent invoices continue to go to the outdated email address. Even when a new email address is added, it does not appear to apply to these reminders. This issue is really problematic and can come across as unprofessional, especially when a customer has explicitly requested an update to their contact information, only to continue receiving correspondence at the old email. In some cases it has caused real delays in payment. Would be great to fix this. Thanks
Default Email Template for Bulk Invoice Sending
Our clients would like the default email template to work when sending out multiple invoices at once. They have 15 recurring invoices to send each month and don't want to have to go into each invoice and manually send each one for the default email template to come up. I have spoken with someone at support and they said that they don't recommend ticking invoices and sending them as the default email doesn't come up. Can this be fixed or is there something that we need to change in our clients file for this to work. Thanks Laurinda
