HI
It would be really useful to be able to add a Default Invoice Delivery status to all new customers, via the Easy Setup Assistant. And perhaps a Statement Delivery Status in the system.
Also, I have had requests from a number of clients who want to be able to categorise their clients into those that are emailed Statements vs those that are posted Statements. At the moment we use the custom lists - but this is not really an ideal solution. Once statements are emailed, it would be ideal for those that were getting posted statements, to be the only ones appearing in the Print Statements screen.
Thanks
Bianca
- KateRange11 years agoCover User
Default Invoice Delivery Status would be fantastic!!
Come on MYOB, this is something that should be so basic to do and should be a standard option.
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