Forum Discussion
9 Replies
- JChappyExperienced User
We have the same problem. We have customers with no email addresses (elderly) and we have to post invoices to them. There's nowhere that I can find that records that the invoice has been printed or downloaded so that it's recorded. It has resulted in multiple copies being sent to customers which has upset a couple of them, rightly so. I have yet to find a way that we can even manually enter that it has been sent to the customer. It seems to be a flaw with this "upgrade".
- Sean_DCMYOB Moderator
Hi lizzie2
Thank you for your post.
In the upgraded version of MYOB Business/Essentials, there is an Activity History showing when the transaction was created or emailed only. The option to see if it is downloaded or printed as an invoice after sending it through your customer's email is a feature being suggested with no time frame given.
Please feel free to post again. I'm happy to assist further.If my response has answered your enquiry please click "Accept as Solution" to assist other users to find this information.
- LCrowhurstTrusted Cover User
Sean_DC wrote:Hi lizzie2
Thank you for your post.
In the upgraded version of MYOB Business/Essentials, there is an Activity History showing when the transaction was created or emailed only. The option to see if it is downloaded or printed as an invoice after sending it through your customer's email is a feature being suggested with no time frame given.
it shouldnt be a feature being suggested when it was a feature available in the OLD MYOB!!
Please feel free to post again. I'm happy to assist further.If my response has answered your enquiry please click "Accept as Solution" to assist other users to find this information.
- JChappyExperienced User
Thanks for the reply, but what I'm after is being able to see if WE have printed an invoice to send in the mail. Not all of our customers have email addresses so being able to track it after it has been emailed misses the point. Why can't we track all of the times we as issuers have either emailed or printed the invoice.
- KAREN-1234Contributing Cover User
Hi JChappy
Sorry I just copy pasted your exact message and resent it because I have the same problem and I couldn't see a response to you. I don't think they have corrected the problem yet, but now at least I know it's not just me.
- DAL-WAExperienced User
Hello
When emailing the invoice have you deleted the PDF option
my understanding is the PDF sends as an attachment hence when the client opens the pdf it doesn't register the activity. If pdf is deleted then the link is used so it then registers the activity
hope this helps .. couldn't attach photo of pdf attachment in email
regards
Tarnia
- LCrowhurstTrusted Cover User
DAL-WA wrote:Hello
When emailing the invoice have you deleted the PDF option
my understanding is the PDF sends as an attachment hence when the client opens the pdf it doesn't register the activity. If pdf is deleted then the link is used so it then registers the activity
hope this helps .. couldn't attach photo of pdf attachment in email
regards
Tarnia
i have this issue too and havent deleted the PDF..why would we?
also when is MYOB going to fix the issue where the invoice sends out but just sais Dear,? not good...
- KAREN-1234Contributing Cover User
We have the same problem. We have customers with no email addresses (elderly) and we have to post invoices to them. There's nowhere that I can find that records that the invoice has been printed or downloaded so that it's recorded. It has resulted in multiple copies being sent to customers which has upset a couple of them, rightly so. I have yet to find a way that we can even manually enter that it has been sent to the customer. It seems to be a flaw with this "upgrade".