invoices

22 Topics

Is it possible to remove the "view unpaid invoices emailed to you" link at the bottom of invoice emails sent from within MYOB?
Hi, We send some invoices directly from MYOB and others we sent manually and only record the details in MYOB. This can be a mix of both for each customer, so we have never turned on the "Unpaid Invoice Summaries" because we don't want customers to be sent a list containing only some of their invoices. However, we've realised today that there is still a link going out on the bottom of the emailed invoices which says "view unpaid invoices emailed to you". So, the customer is still getting a partial list! I've been through the all the settings I can find for emailing invoices and invoice reminders, but I can't find anywhere to edit or remove this section of the cover email. Is it possible? We really don't want it as it's not accurate. We send statements each month which does the same thing anyway but includes all invoices whether emailed or not. Thank you.
Solved
H-TS
4 years ago Place AccountRight: Sales and Purchases
1.4KViews
0likes
5Comments
Query with on-line payments and the fees incurred
Hi We are currently looking at seting up on-line payments with MYOB and would be grateful if you could please assist with the following queries: 1. We can see the MYOB fee is 1.8% + 0.25 for on-line payment via credit card. The method in which we currently accept credit card payment is over the phone and the CBA charge a merchant fee for this service. Could you please advise whether we will be charged both MYOB credit card fee and the CBA merchant fee if we set-up on-line payments? Or does MYOB use a seperate platform to our current merchant facility and as a result for those invoices paid on-line via MYOB will only attract the MYOB fee? 2. Can you please advise whether MYOB are working on a timeline to have an option where these credit fees can be on-charged to the client? 3. Also can you please advise whether MYOB on-line payment can accept overseas credit cards? Appreciate your help and look forward to your reply. Regards AK2
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AK2
5 years ago Place MYOB Business: Sales and Purchases
1.3KViews
0likes
3Comments
Importing sales customer is being used multiple times
Hoping someone can help. I'm importing sale invoices using a csv file with 20 different invoice details, 1 item per invoice each to a seperate customer card file but when I import it its using the first customer in the file then adding each additional line in the file as a line item and not actually creating a seperate invoice. Hope this make sense, please if anyone can help!
Solved
Karen_666
5 years ago Place AccountRight: Import/Export & Integrations
916Views
0likes
2Comments
List of Recently Paid/Credited Invoices
I'm trying to get a list of Invoices that have recently had a balance change, either by a payment or a credit settlement with it. I'm aware that I can get either of those collections invidiually from their respective endpoints, but because I'm trying to get the balances for invoices, it's not feasible to then make a call to each invoice that the original two endpoints provide. LastPaymentDate does cover off the Payments, but not Credit Settlements. Any ideas? Thanks Aaron
Autolync
6 years ago Place MYOB Business API
881Views
0likes
1Comment
Invoice PDF attachments
Hello, Is there any way to make PDFs included by default when invoices are sent to customers? I am certain the PDF option was previously "sticky" so it retained whatever was selected last time, and I had it turned on, but perhaps a recent update has changed this behaviour? One of my customers has complained this morning that they did not receive a PDF invoice, so after I had a look I discovered the PDF option was not checked when I used the share function, when previously it was. It is just a small thing, but it is something else I'll need to remember to do each time I send invoices out. A lot of my larger clients have automated systems that only look for PDF attachments and don't know how to click buttons in emails to retrieve invoices. Thanks, Kylie.
Solved
smileykylie1982
7 months ago Place MYOB Business: Sales and Purchases
399Views
1like
9Comments
Invoices are missing
Hello, Today I have noticed that all my invoices for the last 3 years have disappeared except for 4 for 2 different customers but these weren't even the latest ones for those customers. This was when trying to use the search function on the invoice screen. I tried to find the invoices via the Sales report but couldn't see any but the 4 there. What was really strange in the report screen is that it gave me a filter option for a customer or an employee & when I checked what was set for employees, some of them were listed as a search option. I can find some invoices via the Profit & Loss report, but not all of them. I created a new invoice & that has disappeared from the invoice list as well. Not happy! I've cleared my browser cache several times & even restarted my machine so please don't suggest those as a resolution. I also ensured my browser version was up to date (Chrome) - it was. As a last resort I logged into MYOB using Edge & can now see the missing invoices except for the 1 I just created! I'm not keen on using Edge so it would be great if you could look into the Chrome issue please. fyi - the invoice I created in Chrome could only be seen in Edge if I searched via the invoice number. It would not appear otherwise. Thanks Nicky
NickyS1
1 year ago Place MYOB Business: Sales and Purchases
399Views
0likes
3Comments
unable to access Print/Email Invoices list 'Unable to Connect' error message
Dear MYOB support We've been experiencing ongoing issues of being unable to access the print/email invoices function, Accountright error message displays 'Unable to Connect' (please see my previous posts regarding same issue). We have been dealing with this same problem for MANY months, with great frustration. While the print/email invoices list is not able to be accessed we've had no choice but to painstakingly email every single invoice individually = huge waste or our staff's time. About a month or so ago though & to our immense relief & amazement, this function miraculously started working again....hallelujha!! ...& we were once again able to access the Print/Email Invoices list so we could 'select all' & bulk email all invoices for the day. SO much quicker! However & incredibly frustratingly, as of TODAY the Print/Email Invoices function has stopped working again. It happens regardless of which user login is used & from whichever of our offices we login from & over various internet providers - as has been the case previously. All other functions continue working. Yesterday it was working...today it is not, and we have not done anything differently. All past suggestions from MYOB support regarding this issue have not been able to fix it. Given that the function recently started working again, without us doing anything differenty, but has now stopped working again, can someone from MYOB please explain what is going on? It is incredibly frustrating to be battling this issue with what is such a basic & necessary function. I look forward to a response.
Coral3
2 years ago Place AccountRight: Sales and Purchases
398Views
0likes
2Comments
Importing Sales Service Invoices with no amounts -URGENT PLEASE
I recently purchased an existing buisness (Mechanical repairs and service) where the original owner had to supply a new laptop with the company data. As we had to get a new ABN etc we had to install our own copy of MYOB and try to transfer the previous sales history. The issue we are having is we cannot transfer the invoices (3 years worth) without the sale amounts transferring over with it causing havoc in my financials. We only need the invoice information as it contains important customer history. Can someone help please.
Solved
epautomotive
2 years ago Place AccountRight: Sales and Purchases
342Views
0likes
3Comments
Emailing Deposit to Customers
Seriously i'm so tired of getting complaints from customers because our accounting system CANNOT and WILL NOT add a feature to send a deposit email or receipt. Surely it can't be that hard to create, you are adding so many more complex features and yet this simple one has NEVER been considered eventhough your customers are screaming out for it - on a constant basis. There's a buttom for emailing invoices surely one can be created for emailing receipts! PLEASE get this done ...
HDG
4 years ago Place AccountRight: Sales and Purchases
330Views
0likes
1Comment
ALL Invoices Not Showing
Hi all, For the past three days, I have been trying to view all, in progress and completed Invoices. Nothing is showing. So to confirm I am on a desktop, I go to sales in the menu on the left and click invoice. No matter what I do with the menu tabs across the top, I can not get any invoices to show. Currently, I have it set to all and the date range for this entire financial year and nothing shows. Can anyone help? I figured it is something wrong with the software, but after three days I thought it would be fixed. Thanks.
GC4
1 year ago Place MYOB Business: Sales and Purchases
316Views
1like
3Comments