Invoice Templates: Ability to select bank details
Frustration of mine is being unable to have multiple invoice templates, and change the bank payment details per invoice template, i have 4 bank accounts in use with bank feeds to MYOB too (association requirements) and would like to invoice specific to those accounts when issuing invoices, at the moment its very painful changing the bank payment details 'company wide', issuing the invoice, then changing the bank payment details 'company wide' again...
Changing Order of Line Items in Quotes
When we are creating a quote, we add all the line items, then if we would like to change the order before we send it, we have to delete the items and add them again in the new order rather than just dragging the line item into the new position like we can do when creating invoices. I would like to be able to change the order of the line items on quotes in myob.
Editable shipping address for Online - like in Desktop Accountright
If we were ever to move from Desktop Accountright to Online Accountright, this feature will need to have been carried across between the systems. We are a cabinetmaker installing kitchens etc, we have lots of builders as clients. When creating invoices to customers we always put the address of the property we're installing at, in "Shipping Address". So Shipping Address is a fully editable box for each invoice. Helps both us and our customers know what we're invoicing. Having had to use Online Accountright one day last week, I was surprised this feature isn't available online. Shipping address is instead pulled from the customer card. It would be impractical to edit Shipping Address on the customer's card for every single invoice - and I'm unsure if changing Shipping Address between invoices might change it through the whole system, and not stick with the invoice it's supposed to be anyway. We usually email all invoices at the end of the week so would need the Shipping Address not to have changed from when we created the invoice on day of installation. This is an important feature that needs to be carried over. Otherwise we'll definitely be sticking with Desktop version.Default Email Template for Bulk Invoice Sending
Our clients would like the default email template to work when sending out multiple invoices at once. They have 15 recurring invoices to send each month and don't want to have to go into each invoice and manually send each one for the default email template to come up. I have spoken with someone at support and they said that they don't recommend ticking invoices and sending them as the default email doesn't come up. Can this be fixed or is there something that we need to change in our clients file for this to work. Thanks Laurinda
