Thank you for your suggestion.
I understand the need for a more streamlined process when it comes to receiving payments for sales orders. Currently, MYOB allows for the creation of sales orders and the conversion of these orders to invoices. While you can record a customer deposit on a sales order, the specific functionality of sending a sales order invoice for online payment while keeping it as an order in the system is not available at the moment.
You're on the right track for this suggestion, as this is where our developers regularly review and monitor feature suggestions and enhancements to improve the user experience.
If you've got any further questions or concerns, don't hesitate to reach out to us.
Cheers,
Princess
- PromoFactory24 days agoUser
Hi Princess_R
Is this requested function going to be implemented anytime soon?
This is a major issue for any business supplying custom made products taking online payment deposits or full payment up front. Some products take up to 3 months to produce therefore the financial records are not accurate if we have to keep converting the sales orders to invoices to take online payments initially from a customer as a deposit. It also leaves no record of an outstanding order to follow up months down the track.
This really is a massive glitch that has been overlooked.
- TIMMULLER24 days agoContributing User
Can you suggest a workflow in MYOB that we can use now to work around this functionality?
Can we raise an invoice with the same number for a customer deposit? How would this work, even if it requires a manual payment transfer in the back ground.
Can you advise a work around?