Sales: Print and email invoices at the same time

Hi 7350392650 

A possible improvent for your idea would be for MYOB to give us to have as many extra print/email/ buttons as we need so that we can customise themto give us whatever options we need 

We should be able to select the quantity of print/email/download ( and possibly any other process for sending/recording copyies of our invoices or orders or reports or basically anything we feel works for our business)

We should then be able to completely customise wha actions occur when that button is pressed

For example

You may want to print a an Office copy of the Invoice, Download a pdf backup to an offsite location, email the customer a copy of the Invoice (different format to the Office copy) and print a picking slip for the warehouse and a packing slip to go with the goods 

This would require multiple recalls of the Invoice and reprints/downloads etc to accomplish

very time wasting and tedious but a single programable button would make life easy 

But this then is only the beginning because you should be able to have customised print/send buttons for each of your customers/suppliers as many of them have different requirements and these would automatically pop up when you call up a sale or purchase ( we would also need to be able to identify them with our descriptions and not PRINT 1 OR  PRINT 2). This is said so we don’t get same the issue we have with Custom Lists and Custom Fields where we give them identifiers that suit us but in the Items list they are just called Custom List 1 Custom List 2 etc ( something they can’t seem to fix or just don’t care about)

 But in reality this is just part of allowing us to customise our Sales/Purchasing/Item/EVERY screen/report.

It all comes down to MYOB wanting to be the Business program that really helps you mind your own business and so far its not living up to its name

Darryl

Hi There, a work around instead of hitting print / email and reopening the email is: hit print preview, hit cancel when preview option pops up, now you can email and print it all you want without it closing.

Cheers

Joel

I do it this way:

I have invoices set up with Invoice Delivery Status set to Both Print and Email (do this in Cards), then I have them set to be emailed automatically when recorded (under Setup - Preferences - Sales). When I'm finished all the invoicing, I go to Sales - Print/Email Invoices and do a bulk print. There really is no need to reopen each invoice.

Also, by doing this I have different templates for the emailed invoice (goes to Accounts) and for the printed copy (which I use as the delivery docket - no pricing).

When setting a customers file with options to be printed & emailed, why don't you change the settings so both happen on the one click "record". This would save heaps of time time for any user that has this requirement.

Hi there Ken_M,

Just to clarify, are you referring to the 'Invoice Delivery' option in the customer's card file (under Selling Details)? If so, I can see how that would certainly be a great addition for clients who are required to e-mail and print invoices, as at this stage, AccountRight only lets you select one or the other. Anyone else who would like to see this feature added into the software, please vote for this idea by clicking on the thumbs up icon.

Cheers,

Tallie

MYOB Social Support

Completely agree - we are normally sending sales to a branch with an invoice to them, but emailing Head Office to get paid...