Invoicing app item discount
We want to move to have the sales team raising invoices for their orders using the invoicing app. In order to invoice properly, they need to have the ability to apply a discount to an individual item on the invoice. For example, they may have an order for 5 different products for a customer. 2 products have a 7.5% discount, 1 product has a 10% discount and 2 products have no discount. This is easy to do on the desktop app, however I don't see how we can do this via the mobile invoicing app. Is this fix possible. The other options for discounting do not suit our needs.Online Payments: BPay Surcharge
Hi MYOB Team, I can see that this has previously asked by many other users in the "MYOB Community", and whilst they have all been replied to and then "closed" for comment, this hasn't rectified nor made the problem businesses face go away. Can we please have either: 1. the ability to automatically pass on BPAY merchant surcharge fees to clients on invoices, just like we do with MASTERCARD and VISA; and/or 2. the abilitiy to switch off BPAY as a payment option, right now it is lumped in with Mastercard and VISA. When we were part of the pilot program this was rarely an issue for us, but since being fully rolled out, regular users now know that by selecting BPAY as their method of payment they can avoid the surcharge fees. Initially after getting stung a few times we had to decide what level of fees we're prepared to cop? As a result we'd chosen to disable the payment feature all together for all "account clients" leaving it only available for Cash Sale Invoices and only if they're less than $500 because whilst this is a great feature the costs associated are NOT! Kind regards Suzi
MYOB Invoices (app): Add discount to invoice items
Hi Team, It would be great if you give a discount and have it show-up on the invoice to the client in the OnTheGo App At the minimum, allow a negative number in the amount part as it would allow setting-up a 'discount' item to show it. "OnTheGo App - giving a discount"
Card: Customer - Different email address for invoices and statements
We deal with a few large international companies who require invoices to go to one automated email address and statements to go to their accounts payable email address. Can MYOB make an allowance in a future release to have a dedicated sales invoice email address and a dedicated statement email address. "Being able to have different email addresses for sales invoices and statements"
Sales/Purchases: Ability to set default tax inclusive check box preference
When you create a new quotation or invoice, theTax Inclusivecheckbox is 'remembered' from the previous transaction. I would like configuration so that all new invoices/quotations have the checkbox ticked or unticked according to the configuration setting. This means that each business could control the setting according to their business requirements. In our personal business situation, industry standard for our commercial work is typically GST exclusive whereas our domestic stream of work is typically GST inclusive. We have had a couple of occasions now where the GST checkbox was 'remembered' from the lastquotation (that was GST inclusive) and as a consequence a quotation that should have had 10% added for GST was not added because it was not noticed that the checkbox was on.This of course can be the difference between making a profit or a loss.
Sales: In Tray - attach documents
I have seen the in tray for purchases and ask if there are any plans to add an in tray to the sales invoice side. It would be very helpful to us as a solar installation company to store all compliance and design pdfs with the installation sale record, so that over time we when we re-visit the sale record we can find all of that in one place. 'In tray for Sales?"
Sales: Ability to add multiple salespeople
My employer would like to make a note of which employees worked on particular invoiced jobs. Sometimes they work in pairs or three at a time. He does not do time billing or anything like that. It is purely so if he needs to query a job in the future (a complaint for example) he can see easily which employees worked on that particular job. It would be good if he could select more than one employee for "Salesperson". Thanks. "Sale with Multiple Salespersons displayed on invoice - without timebilling"Sales: Use of bold, italics or colour when entering a sale
I WOULD LIKE TO KNOW IF IT POSSIBLE TO USE BOLD, ITALIC OR COLOUR ON CERTAIN ENTRIES ON A SERVICE INVOICE? I DO NOTWANT TO CHANGE MY CUSTOMISED FORM, BECAUSE IT DOES NOT APPLY TO EVERY INVOICE I ENTER AND THAT WOULD JUST BE MORE WORK!! IT WOULD BE NICE IF THERE WAS SOME KIND OF TOOLBAR WHICH INCLUDED THESE OPTIONS INSTEAD OF HAVING TO CUSTOMISE FORMS! ANY IDEAS??? "CAN YOU USE BOLD, ITALIC OR COLOUR WHEN ENTERING SERVICE INVOICE"
Multiple pages for customised forms
I noticed a thread regarding this back in Sept 2022 and for the past 20 years that I've been using MYOB this feature is yet to be added with so many other one's which is just beyond ridiculous when you are using all the resources on features nobody gives a fig about. Just in case i missed it is there now a posibility for the invoices to run over two pages rather than the same form repeating itself. This becomes confusing for the customer and for our packing and installation team.
