Recurring transactions emailing invoices
Hi MYOB, I'm looking for help in setting up a recurring transaction that emails itself to the client. I don't need a reminder I have the recurring transaction working OK Is this an available feature? I can see plenty of threads asking for this but not answered. ie: an option below to: "email invoice to customer billing address" - checkbox Cheers Enceladus DigitalSolved
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
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.410Views0likes2Comments
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 ...336Views0likes1Comment
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.Solved1.4KViews0likes5CommentsImporting 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
