Forum Discussion

Steve_Smith's avatar
Steve_Smith
Contributing User
2 years ago

Turning off automatic invoice reminders

We would like to turn off ALL automatic invoice reminders that are sent out to our customers. I have done some of my own research about this, and believe I have found the answer. Can someone let me k...
  • Princess_R's avatar
    Princess_R
    2 years ago

    Hi Sam_P,

     

    Thank you for your response. I understand that you're having difficulty accessing your invoice reminder. I appreciate your patience regarding this matter. I'd like to help you with this. Usually, the possible cause of the blank screen when accessing the invoice reminder is the internal preference selected in Internet Explorer.

     

    To access the Invoice reminder through the AccountRight browser version, kindly go to your business name at the top right-hand corner of your screen. Select Sales Settings >> Reminders >> Reminder Settings. Please refer to the following screenshot below:

     

    Please let me know if you have further questions about this. I'm happy to assist.

     

    Cheers,

    Princess

Earl_HD's avatar
Earl_HD
MYOB Moderator
2 years ago

Hi Steve_Smith 

Thank you so much for your post and for the detailed information. Looking on the first Screenshot what I would suggest is to select  the option Send to all customers  invoice reminders will be automatically sent to all customers who have been emailed invoices. Please see help article Setting up invoice reminders. / Set up your default email messages

Kind regards,
Earl

  • Steve_Smith's avatar
    Steve_Smith
    Contributing User
    2 years ago

    Earl_HD 

    I want to turn OFF all automatic reminders, not turn them on.

    Could you please advise from my initial screenshots that this will in fact turn these off?

     

    Steve

     

    • Earl_HD's avatar
      Earl_HD
      MYOB Moderator
      2 years ago

      Hi Steve_Smith 

      My apologies, To turn off invoice reminders for all customers

      1. Click your business name in the top-right corner and choose Sales settings.
      2. Click the Reminders tab.
      3. Click Reminders settings. ...
      4. Deselect the option Send invoice reminders.
      5. Click the X in the top-right corner to close the Reminders and unpaid invoice summaries window.

      Here's a help article that has detailed information about : Setting up invoice reminders - MYOB AccountRight
      Regards,
      Earl

    • Celia_B's avatar
      Celia_B
      MYOB Staff
      2 years ago

      Hi Steve_Smith,

       

      We just wanted to follow up on your concern. May I know how you go about the issue? We simply wanted to ensure that we addressed the issue correctly. And if you need more support with this or in the future, please post again. Alternatively, you can send us a Private Message. We are delighted to assist you. 

       

      Thanks, 

      Cel

       

  • Sam_P's avatar
    Sam_P
    Experienced Cover User
    2 years ago

    Hi Steve

     

    Please can you give me clear, step-by-step instructions on how to find the Invoice Reminders tab.  I'm having trouble finding it.  Thanks

     

     

    • Princess_R's avatar
      Princess_R
      MYOB Moderator
      2 years ago

      Hi Sam_P,

       

      Thank you for your post.

       

      Looking at your account, you're using the AccountRight live product. Invoice Reminder can be accessed through the Sales Command Center >> Invoice Reminder or via the Setup menu >> Preferences >> Emailing tab >> Invoice Reminders. However, if you'll be accessing your AccountRight company files via a web browser, you can access the Invoice reminder in the Sales settings >> Reminders tab >> Reminders settings. Please refer to the following articles below to access the invoice reminder:

      Please let me know if you require any further assistance with this. I'm happy to assist.

       

      If my response has answered your inquiry, please click "Accept as Solution" to help other users find this information.

       

      Cheers,

      Princess

       

       

       

      • Sam_P's avatar
        Sam_P
        Experienced Cover User
        2 years ago

        Hi Princess

         

        Thank you for your response.

        There is a well known and long continuing issue with accessing the invoice reminders option via Sales Command Center >> Invoice Reminder or via the Setup menu >> Preferences >> Emailing tab >> Invoice Reminders.  Both options rwsult in a blank screen.

         

        The reason for my post is that the work around that MYOB have given us for the past year or so is the 'Reminders Tab' option using via a web browser, you can access the Invoice reminder in the Sales settings >> Reminders tab >> Reminders settings.  It seems to have disappeared.

        Please can you refer to my original attachement which indicates the current Sales drop-down list.

         

        Please can you send me a screen shot of where you can see the Reminders Settings on the web browser.

         

        Thanks

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