Forms: Invoices - Terms and conditions/second page
Suggest that we are able to add a 2nd page to all quotes/orders/invoices for things like Terms and Conditions that can be automatically printed within MYOB. As a minimum and pre-cursor to this suggest that the Labels format be changed in AR Live to allows us to have 1 A4 label on the page so that we can use this for Quote Terms and Conditions like we have been using in previous versions of MYOB. "Ability to add extra last page to custom forms for Terms and Conditions"
Sales: Ability to set a default form for invoices and another for quotes
I would like to set one default form for an Item Quote, and a separate default form for an Item Invoice. In other words: We have 2 Form Templates - one for quotes - lets call this one "QuoteFormat", and another for invoices - lets call this one "InvoiceFormat". These forms are slightly different At the moment we have the default set as "QuoteFormat" so that every Item sale by default prints/emails using the "QuoteFormat". Every time we have to send an invoice we need to change the form to "InvoiceFormat". This requires [unnecessary] extra clicks, it's easy to forget to do this, and certainly slows the process down - I use the latest AccountRight Live (2015.2) so it is often quite slow to display the list of available forms. An additional important benefit to this would be the ability to use the "Save to Disk" feature on Invoices - which CANNOT select a custom form other than the default (Crazy, right??) If anyone has any ideas, please post them :smileyhappy: "Separate default forms for (item) Quotes and Invoices"
MYOB Invoices (app): Ability to record quotes
Why can't we do quotes through the On The Go App? We have a service business that provides quotes which we then change to orders when the customer has decided to go ahead. It is only when the job is complete we change it to an invoice. Currently (for us) the On The Go app is only good for looking up customer details and nothing else. The app needs to have the option of quoting! I can't even view any quotes or orders already in the system- I can only view invoices, is there any point to that? "on the go app quotes"
