Quotes: Show Invoiced status
There's a nice feature to create an invoice from a quote, but it's really laborious (multiple screens, clicks, backwards and forwards etc) to work out which quotes have been invoiced and which are still requiring work (either work performed for the client, or an invoice to be sent). This is particularly hard when doing multiple jobs for the same customer as they all show up with the client's name and no description of the job. A simple solution - when creating an invoice from a quote, allow the user to change the status to "invoiced". That way the business owner can quickly look at the quote reports work out what quotes need work to get cash in the bank and not miss out / go broke. I imagine most people would have to spend ages working through it and go broke, or (as I have to do), manage this on an excel spreadsheet outside of MYOB and rekey all the info multiple times. Maybe this isn't the best fix in the long term, but it's a quick and easy fix that would help me enormously to start being able to manage sales flows. Not being able to do so makes me want to find another platform that's integrated with a CRM - there's many on the market, so MYOB needs to step up if they want to keep pace. "Quote status - "invoiced""2.1KViews5likes2CommentsSETTING UP MULTIPLE FORMS FOR CUSTOMERS - EG QUOTE AND INVOICE
Not sure why we cannot do this yet but i'm not really suprised. I have set up multiple printed forms for my customers as they require different information on them so should be treated differently. One for QUOTES, ORDERS AND INVOICES. This means I need to change the form in the customers card file when I want to send a quote or an order or an invoice.Without having to select a differnt print set up every time at every stage of the customer sales process is there a way around this. Is there a way to have a form set in the card file separate for each of these processes as they are all very different so should not be on the same form. This is tediuos when conducting multiple quotes/forms a day not to mention possibly forgetting to do so. There are so many ideas coming through to MYOB FORUM but yet you keep updating areas that are really not required but failing to update what your subscribers are after. Please for all who use this system update the items required for everyday bookkeeping and administration. 1. ability to send receipt deposits 2. set a functional progressive payment method 3. abilty to send receipts directly from payment area 4. purging old invoices pre 2015 5. abilty to select multiple print forms 6. abilty to search for item by supplier in sales item entry 7. abilty to write notes against invoice not just customer or supplier 8. ability to delete pre 7 year account codes not in use 9. ability to delete pre 7 year sales / purchase invoices in bulk 10. ability to delete bulk items not one by one 11. add more functions to the items / inventory area - needs to be easier to find items Gosh the list could keep going. MYOB is such an easy and effective software program please keep it relevant and current as it would be a shame to lose such a good program. Just keep adding to it and giving the customer what they require as changing programs is a pain in the backside and most of us just don't have the time for it.402Views0likes0Comments