Invoice Activity History
I would like to see a history with the date, time, user, and a brief summary of the activity for each invoice. For example: date time user invoice created date time user invoice edited date time user invoice emailed date time user invoice paid date time user reconciled Our previous accounting program had this feature and it was very useful for knowing what the invoice status was and who made any changes. Because of this feature, I was able to determine the person at the accountant's office who had incorrectly reconciled several transactions of our income as household expenses (inexperienced receptionist).
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!
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 LaurindaAdding text in description section browser version in quotes
I've searched and searched and there does not seem to be a way to add text only(blank row for text only) in a quote without adding a category. In an invoice you can and in AR version you can. If you do it in AR this then makes the quote read only in browser which then limits further modifictations. Simple things like this which have been addressed for sometime now need to be added/fixed.
Adding hyperlinks to invoice emails
When sending emails from MYOB, it would be extremely useful to have the ability to insert our own clickable hyperlinks in the email body. For example, I could include a link for customers to leave a Google review. This doesn’t seem like it should be a major development task, as the automated MYOB emails already contain multiple hyperlinks. If those can be included by default, it makes sense that users should be able to add their own customized links as well.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.
