Sales: Send the same invoice to multiple customers
I help run a sporting club. I want a way to send a copy of the same fee invoice to all of the club members. I currently use Recurring Sales but this is a bit cumbersome as I have to copy the sale to each customer, then when I edit it for next year, I have to edit all of them again. It's a bit difficult with 100-plus members. I’d really love to just have one template that I could email to a bunch of people. I'm sure other people would also like this functionality. I hope they vote for this idea. "Send invoice to many"
Sales: Unique quote and invoice number sequences
I noticed that MYOB allocates running numbers to all sales (quotes, Invoices, orders) rather than issuing aseparate sequence of numbers for quotes and Invoices. My problem is that we normally create a quote and when the quote realises into sale we change it and I would expect it to have it's own numbering sequence. However at times we do also create direct Invoice and I noticed that when doing so MYOB assigns a running number to it irrelavant to whether the last number was assigned to quote or Invoice. In this way we have some missing numbers for Invoices. Basically this is what I want: 1. We create a quote (let us say 0001) 2. When the quote changes to Invoice it should retain the same number for Invoice(0001) - this I assume is possible from selecting this option from the set up menu. We normally also delete the quote after it realises to a sale. 3. When I create a second quote the number assigned to it will be 0002 (automatically). HOWEVER when I create a direct Invoice after this the number assigned to it should be 0002 as well since the first Invoice that changed from quote as in step 1 was 0001. However MYOB assigns the number 0003 to this Invoice, which means that the number 0002 will be missing from my Invoice sequence. It is possible that the quote I created with number 0002 in this step will never realise into a sale (and many such quotes will just remain as quotes only). In this way my Invoice numbering sequence will not make sense. I hope I have made my problem clear? I need separate and independent auto numbering systems for quotes and Invoices, regardless of whether the quotes change into Invoices or Invoices will be created separately. Any help here will be highly appreciated. Regards Sanjay "INVOICE NUMBERING SYSTEM; QUOTES AND INVOICES"