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.
Allow to automatically change invoice number when converting order, not just quotes
When the new separate sales numbering sequences were introduced, we set it up and changed the settings so order numbers wouldn't be retained when converting to invoices. However, after a bit of to and fro with support, we were told these settings only come into play when converting a quote to an order or invoice and are not triggered when converting an order to an invoice. This feels like a bit of an oversight in the implementation of the new number sequences. Otherwise, I don't understand the purpose or intent of the separate sequencing. We liked the idea of the separate sequences because our invoice numbers have been jumping all over the place because some orders are not converted until several months after creating. On a rare positive note, we've noticed the bug that meant we weren't being warned about duplicate sales invoice numbers has been fixed, so that's something. Thanks.Make online invoice layout match pdf invoice template
You allow us to create our own templates for sending invoices, so I think the version the customer sees in the invoice summary and the invoice portal(?) should match what they see if they open the PDF. It is our hope that the customer assumes MYOB has glitched rather than thinking that we would send something so unprofessional-looking.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!
