Sales: Send the same invoice to multiple customers
I help run a sporting club. I want a way to send a copy of the same fee invoice to all of the club members. I currently use Recurring Sales but this is a bit cumbersome as I have to copy the sale to each customer, then when I edit it for next year, I have to edit all of them again. It's a bit difficult with 100-plus members. I’d really love to just have one template that I could email to a bunch of people. I'm sure other people would also like this functionality. I hope they vote for this idea. "Send invoice to many"18KViews79likes31CommentsAssigning a User to an invoice created
Hi there, when creating an invoice - other than sales person is there any other way to assign a user to create the invoice? for instance - salesperson being the one who took the order or picked the product etc, but the person in accounts/admin who is creating the invoice on MYOB? in my company there are a few people to create invoices and for QC and follow up procedures would be good to know who did it - i know when you also have emailed a invoice you can see when it was opened/viewed and sent off, can you also see timestamps of when the invoice was CREATED? we have clients we dont always email invoices to, but print them! Any help would be grately appreciated!SolvedWe haven't received an emailed invoice for the last 4 months AND cannot download invoices either
For the last FOUR months we have not received an MYOB email invoice for one of our company accounts. There's no problem for the other account. We used to receive all invoices by email but this suddenly stopped for our main operating company four months ago. Each month we do not receive the emailed invoice I make numerous phone calls and emails. I ask for the issue to be escalated and resolved but each time I'm assured that "the problem has been fixed" -- and that I can download my invoices any time. I then receive an emailed invoice but ONLY after making a complaint. After not receiving the emailed invoice once again, tonight I tried instead to download the current invoice but as the screenshot below shows, I can't even download invoices from the My Account page - the download button becomes greyed out with a red non-access symbol. So MYOB itself cannot send or make its own invoices accessible to its client?! Will someone actually escalate this to a billing/accounts specialist who will contact me and finally fix this ongoing problem?Solved999Views0likes2CommentsMYOB Web Version Cutting off Invoice Templates
When I create invoices using MYOB's web version ("opened in web browser") and save the invoice to PDF using a pre-made template (that was originally created in MYOB), it's cutting off/cropping some of the information at the bottom. I've seen other people complain about this and it hasn't been addressed. Does anybody have a fix for it? And I shouldn't have to create a new template either. The templates are all perfectly fine in the software version of MYOB but it's important for my employees to be able to export invoices within the web version. Thanks everyone.Sales: Unique quote and invoice number sequences
I noticed that MYOB allocates running numbers to all sales (quotes, Invoices, orders) rather than issuing aseparate sequence of numbers for quotes and Invoices. My problem is that we normally create a quote and when the quote realises into sale we change it and I would expect it to have it's own numbering sequence. However at times we do also create direct Invoice and I noticed that when doing so MYOB assigns a running number to it irrelavant to whether the last number was assigned to quote or Invoice. In this way we have some missing numbers for Invoices. Basically this is what I want: 1. We create a quote (let us say 0001) 2. When the quote changes to Invoice it should retain the same number for Invoice(0001) - this I assume is possible from selecting this option from the set up menu. We normally also delete the quote after it realises to a sale. 3. When I create a second quote the number assigned to it will be 0002 (automatically). HOWEVER when I create a direct Invoice after this the number assigned to it should be 0002 as well since the first Invoice that changed from quote as in step 1 was 0001. However MYOB assigns the number 0003 to this Invoice, which means that the number 0002 will be missing from my Invoice sequence. It is possible that the quote I created with number 0002 in this step will never realise into a sale (and many such quotes will just remain as quotes only). In this way my Invoice numbering sequence will not make sense. I hope I have made my problem clear? I need separate and independent auto numbering systems for quotes and Invoices, regardless of whether the quotes change into Invoices or Invoices will be created separately. Any help here will be highly appreciated. Regards Sanjay "INVOICE NUMBERING SYSTEM; QUOTES AND INVOICES"9.3KViews29likes11Comments