Multiple shipping addresses for one customer
I have just had my file migrated from AccountRight to BusinessPro and am disappointed to realise that I am unable to do several of the things that I have previously done on a daily basis. One of these is multiple shipping addresses for one customer. I need to charge/invoice the head office of a chain of stores that I supply for all of the product that I send to their numerous stores, but I need the shipping address on the invoice to show the store that received the product. i.e. there are many different shipping addresses, but all billed to one account. In Accountright I was able to do this by selecting the head office as the customer, and then choosing "another card" as the billing or shipping address - (all of the stores had their own cards)- and this way the relevant store's details ended up on the invoices, but all invoices for all stores were charged to the single account of the head office. I have just changed to Business Pro and there doesn't appear to be a way in this software to choose "another card" for a shipping/billing address. It would be great if this function could be added. P.S. When I was looking for a solution in the community forum, I did see that this issue had been raised a couple of years ago. I
How to change Customer Credit Terms on Statement Template
HI, I need to set up the Customer Statements in MYOB Business Pro to reflect a 14 day Account Credit term, instead of the normal 30 day account term, which is how the statements are set up, so that when we send out invoices with a due date 14 days from the date of issue, this is reflected in the statements which are sent every 14 days. Currently, statements only separate due dates on a 30-day turnover, which is confusing our customers, who need to know that their invoices are overdue after 14 days and not after 30 days. This is causing huge problems, as customers are not paying overdue invoices, as they do not appear as overdue on the Statements that are sent out every 2 weeks. Does anyone know how I can change the Customer Statement Template to record the 14-day overdue date, then 28 days overdue, etc., so that my customers can easily see which invoices need paying. Any input would be greatly appreciated
Emailing invoice -customer wants to print not pay
Having “Pay securely” as the default can be a bit confusing for folks just wanting to print the invoice, not pay it straight away. Clicking “Pay securely” is still how you access the full invoice view. My suggestion is to show “View full invoice” upfront as well as "Pay securely"! That will give the customer a choice and take away any confusion.
It would be good if the Invoice delivery status changes to "To be emailed" when a backorder/quote is converted into an invoice.
Backorders retain "Already Printed or Sent". When we bulk email the invoices each day these invoices get missed, eventually customers missing payment as they haven't received the invoice. It would be good if the Invoice delivery status changes to "To be emailed" when a backorder/quote is converted in to an invoice. Although there is a work around to change the Invoice delivery Status to "To be emailed/Printed", it is manual and the operator needs to remember it. With the number of invoices, we send out each day, sometimes the operator forgets to change the status on the backorders turned to invoices. Hence misses to send the invoice out and customer misses the payment as they haven't received it.Credits Reminder
Most of our customers pay by credit card at time of placing their orders and sometimes they have a credit waiting to be taken up when they next place an order. It would be nice to have a reminder that the customer has a credit on their account when a new invoice is being generated so that the credits can be applied to the invoice before taking their credit card payment.
Search Invoices By Keywords Within The Invoice Description
A feature that we would really like MYOB AccountRight to have is the ability to search the invoice description by keyword. We use the “Service” type invoice and often type something like “For the fabrication of custom mud guards” in the description on an invoice. Often we want to look up previous invoices and we know what the job was, such as fabricating mud guards, but we don’t remember what the invoice number or date was. If we could search for “mud guards” and all invoices with those words in the description would show up, then that would be very helpful for us. We did use a different accounting software program in the past and it was a feature that they had which was very handy!Multiple Emails for invoices and statements
It would be great if we could have the availability to be able to send tax invoices to a email address and monthly statements to another email address - customers are starting to want the tax invoices and statements to be emailed to different email addresses
