Ausworld's avatar
Ausworld
Contributing User
11 years ago
Status:
Open

Recurring Transactions: Automatically email invoices

How difficult would it be to have automated recurring invoices emailed to clients on a set day of the month for example if I have an standard invoice for a set service fee say $200.00 per month for client XYZ I should be able to set the invoice to be automatically emailed to that client on the 1st of every month, or whatever date I set.

I should be able to set this up for every client I have on a standard monthly fee.

This could also assist clubs where membership fees are the same every month they could automatically email the renewal invoice to their members.

 

"automatically emailing recurring invoices"

Recurring Transactions
Sales
  • FiLok's avatar
    FiLok
    Cover User
    7 years ago

    This feature would be soooo helpful!! 

     

    Please make and option for reoccuring invoices to be automatically emailed!!

  • Soutars's avatar
    Soutars
    Cover User
    8 years ago

    Hi

    Would it be possible to create an invoice say 5th of the month, dated the 15th month and set the date to email to the customer as the 15th. i.e. future date the email to send. At the moment you can of course create an invoice with a future date but can only send by email the day you login. 

  • rnrservices's avatar
    rnrservices
    Cover User
    9 years ago

    I would like to see the ability to automatically email recurring sales.

    • Shockwaves's avatar
      Shockwaves
      Contributing Cover User
      9 years ago

      I also use MYOB for a non-profit organisation that renews memberships periodically. It would be great to be able to send a renewal invoice to each member that attaches a standard invoice (same invoice in all respects except the addressee) that is addressed to the member individually, in one go rather than have to create 200 individual invoices then send 200 individual emails

      • ASWatCR's avatar
        ASWatCR
        Experienced Cover User
        9 years ago

        MYOB really needs to get up to speed with this sort of automation.  I have voted.

  • Liam_M's avatar
    Liam_M
    Former Staff
    10 years ago
    Status changed:
    New
    to
    Open

    Thanks for your great suggestion Ausworld.  Anyone else who would like recurring invoices to be automatically emailed when they are recorded, please cast your vote here.