MJJH's avatar
MJJH
Cover User
12 years ago
Status:
Done

Sales: Sending customers an email of all outstanding invoices

bulk invoice email

 

"I have Accountright and want to send a client an email with a copy of each outstanding invoice."

Sales
  • GDK's avatar
    GDK
    Super User
    12 years ago

    Can we have a setting that allows when emailing multiple invoices for the same card the invoices sent in one PDF per email rather one invoice per PDF per email?

     

    Can we have an option where we can send other documents such as timesheets or terms of business as attachments when we email an invoice ?

     

     

  • CEO_BA's avatar
    CEO_BA
    Experienced Cover User
    11 years ago

    Good work in implementing attachments to emails.

     

    It would be great if when sending statements (for clients to pay outstanding balances), there was an option to include all original invoices that are referred to on the attached statement. Clients will often ask for the invoices that are referred to on a statement, and rather than having to generate them as .pdfs and then re-attaching them in MYOB, they could all be generated as attachments to the statement email. Hopefully not too difficult now that you have sorted the attachment to email feature! :smileyhappy:

     

    Thanks.

    • Matthew_W's avatar
      Matthew_W
      MYOB Staff
      11 years ago
      Status changed:
      New
      to
      Open
      Thank you for your feedback, statements being emailed including a copy off all open invoices for the client is something that we would be happy to consider, in the meantime you can email Invoices to your clients separately using the Print/Email Invoices section. To show your support for this idea, don't forget to vote on it.
  • GDK's avatar
    GDK
    Super User
    11 years ago

    In a future upgrade can you implement functionality where one PDF file is created for multiple invoices? This would be a time saving feature since many companies would like multiple invoices in one file not one file for each invoice.

  • Nicole_Brand's avatar
    Nicole_Brand
    Former Staff
    12 years ago
    Status changed:
    New
    to
    Open
    Thank you for your suggestion. It's a great way to minimise the emails sent to frequent customers, where one email has all of the outstanding invoices within it. What do others think? If you like this idea, please vote!
  • BB1's avatar
    BB1
    Cover User
    12 years ago

    Definite great idea, nothing worth than at end of month having to send client 4 seperate emails

  • WW's avatar
    WW
    Contributing Cover User
    12 years ago

    This would be a great idea.  It would also be nice to be able to select a receipt advice so you know the client has received the email with invoiceds attached.

  • GDK's avatar
    GDK
    Super User
    11 years ago

    Hi

     

    I Agree tthat it is great idea for time saving and reducing email clutter reasons