Send copy of invoice with reminder
It would be helpful if MYOB could attach a pdf of the invoice to the automatic reminder emails, as we are finding more and more customers have a policy of not clicking on links. We send all our customers a pdf copy with the original email, but they don't get anything with the reminder. Don't know how difficult that would be to achieve but it would save on admin time.
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
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.
Changing dates when changing Sales Quotes/Orders to Invoices
Hi Team, Long time desktop AccountRight user here. If I had just one wish, just one, it would be when changing predated quotes/orders to open invoices, it would automatically change to today's date. My sales team often convert existing orders to invoices adhoc throughout the day, often without changing the date. I am responsible for sending out the end of day invoices in a batch. All accidental pre-dated invoices often miss the batch. When customer payments are made 30 days later, even though statements have been sent, customers will more than likely miss payment on that particular invoice because they hadn't received it. When goods are received from our suppliers, MYOB automatically defaults "receive items" to todays date. For the sake of consistency, wouldn't it just make sense to do the same when invoicing? Many thanks for your consideration Best Regards Bruce
Invoice Activity History
I would like to see a history with the date, time, user, and a brief summary of the activity for each invoice. For example: date time user invoice created date time user invoice edited date time user invoice emailed date time user invoice paid date time user reconciled Our previous accounting program had this feature and it was very useful for knowing what the invoice status was and who made any changes. Because of this feature, I was able to determine the person at the accountant's office who had incorrectly reconciled several transactions of our income as household expenses (inexperienced receptionist).
