---Idea---
What I would like to see is a status column in the invoice register with the items listed below. You open the screen see all invoice status instantly.
This could be as simple as a flag like you do with your emails so you can see this invoice need attention.
---Additional information----
I Would love to see an option of flaging emailed or sent invoices. I find it hard to keep track of what I have sent to client especially on the road or even better if you could mark its status. Ie works in progress, Ready to be sent, emailed etc
This would avoid having to CC myself into the sending of the invoice but I would love if you could BCC or CC people in the office on invoices for processing or auto print email setup for hard copy records.
Not sure if the new fix does this but you cant save to your disk on your custom template, have to print as pdf as my template.
Hello Davis,
What you are after is already in MYOB as long as you have it setup correctly.
Firstly open the Customer Card & go to the Selling Details tab.
In the Invoice Delivery box select' To be Emailed'
Now when you prepare a new invoice the delivery status will show this.
If you use the Print/Email Invoices button only those not yet sent will display by default. You can use the Advanced Filters to see them all if you wish. When you send the email the Status will change to Already sent.
This will also appear if you email direct from the invoice screen.
.
I hope this is what you are after.
Cheers
David
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