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Product Ideas

Sales: Sending customers an email of all outstanding invoices

Cover User

1Posts

194Kudos

0Solutions

1 Post
Cover User
Australia

bulk invoice email

 

"I have Accountright and want to send a client an email with a copy of each outstanding invoice."

Current Status: Done
Last Changed: February 2021

Hi Everyone


When you use online emailing within AccountRight, recipients will be able to view all unpaid invoices emailed to them using the View unpaid invoices emailed to you option at the bottom of the email. This is in addition to the Unpaid Invoice summary that is also issued out on the 3rd of each month.

20 Comments
GDK
Super Partner
680 Posts
Super Partner

Can we have a setting that allows when emailing multiple invoices for the same card the invoices sent in one PDF per email rather one invoice per PDF per email?

 

Can we have an option where we can send other documents such as timesheets or terms of business as attachments when we email an invoice ?

 

 

Nicole_Brand
233 Posts
Former Staff
Thank you for your suggestion. It's a great way to minimise the emails sent to frequent customers, where one email has all of the outstanding invoices within it. What do others think? If you like this idea, please vote!
BB1
3 Posts
Cover User

Definite great idea, nothing worth than at end of month having to send client 4 seperate emails

WW
Contributing Cover User
7 Posts
Contributing Cover User

This would be a great idea.  It would also be nice to be able to select a receipt advice so you know the client has received the email with invoiceds attached.

scareykerri
Experienced User
21 Posts
Experienced User

Great idea.  Very useful for us as well.

GDK
Super Partner
680 Posts
Super Partner

In a future upgrade can you implement functionality where one PDF file is created for multiple invoices? This would be a time saving feature since many companies would like multiple invoices in one file not one file for each invoice.

CloudMindAcc
Ultimate Partner
1,949 Posts
Ultimate Partner

great idea love itHeart

GDK
Super Partner
680 Posts
Super Partner

Hi

 

I Agree tthat it is great idea for time saving and reducing email clutter reasons

CEO_BA
Experienced Partner
15 Posts
Experienced Partner

Good work in implementing attachments to emails.

 

It would be great if when sending statements (for clients to pay outstanding balances), there was an option to include all original invoices that are referred to on the attached statement. Clients will often ask for the invoices that are referred to on a statement, and rather than having to generate them as .pdfs and then re-attaching them in MYOB, they could all be generated as attachments to the statement email. Hopefully not too difficult now that you have sorted the attachment to email feature! Smiley Happy

 

Thanks.

Matthew_W
MYOB Staff
2,173 Posts
MYOB Staff
Thank you for your feedback, statements being emailed including a copy off all open invoices for the client is something that we would be happy to consider, in the meantime you can email Invoices to your clients separately using the Print/Email Invoices section. To show your support for this idea, don't forget to vote on it.