Sales/service dates
I would like to be able to add a service date to my invoices, so I can do once a week billing. NDIS require a date service was supplied and MYOB does not have that function. this means I have to do a seperate invoice for every service I provide. Even if that’s 7 services in a week for same client!
Adding hyperlinks to invoice emails
When sending emails from MYOB, it would be extremely useful to have the ability to insert our own clickable hyperlinks in the email body. For example, I could include a link for customers to leave a Google review. This doesn’t seem like it should be a major development task, as the automated MYOB emails already contain multiple hyperlinks. If those can be included by default, it makes sense that users should be able to add their own customized links as well.Apply Customer deposits to Sales orders in bus pro
For some reason, When a client pays a deposit for an order, Business Pro does not have the ability to apply the deposit to the sales order. So when the sales order is converted to an invoice, you then have to either "remember" that you have received a deposit. Looking at the list of sales orders does not tell you if a client has paid the deposit or not. Production can be held up unnecessarily. This feature is perfectly normal in Accountright.
Customer‑Specific Shipping Protocol Reminder When Generating Courier Labels
Idea / Feature Request: We would like the ability to set customer‑specific protocols within MYOB that trigger a reminder or pop‑up when finalising a sale. For our business, this is essential for delivery requirements. For example, we have a rural customer who must not have “Signature Required” selected. If this is accidentally ticked, the courier will not leave the parcel, and it is taken back to the depot — causing inconvenience and frustration for the customer. While this is a delivery‑specific need for us, the feature would be valuable for any business that must follow client‑specific protocols, such as special handling instructions, payment conditions, compliance notes, or other operational requirements that must not be overlooked. A pop‑up alert tied to the customer profile would ensure these important rules are followed every time, reduce errors, and improve both workflow and customer experience. Benefit: Ensures adherence to customer‑specific requirements Reduces mistakes during order processing Supports rural and high‑needs customers Saves time for both the business and the customer Improves consistency and service qualityScheduled ongoing invoice reminders
I am shocked and disappointed account right does not have the ability to send invoice reminders on a continuous basis if the invoice remains outstanding. The schedule configuration sends the invoice reminder as a once off eg if it is set to be sent at 30days after the due date it will however it will not re send this in another 30days if the invoice remains outstanding. Also, when viewing the history of the invoice to see sent dates etc the scheduled reminder's do not list in this view, this is not user friendly when following up outstanding invoices with clients the history is vital during client communication re efforts to have invoices paid etc.Adding text in description section browser version in quotes
I've searched and searched and there does not seem to be a way to add text only(blank row for text only) in a quote without adding a category. In an invoice you can and in AR version you can. If you do it in AR this then makes the quote read only in browser which then limits further modifictations. Simple things like this which have been addressed for sometime now need to be added/fixed.
