Is it at all possible to print or preview an invoice without it actually been sent to the client?
At the moment the only way to print an invoice is to screenshot it otherwise it applies and mails...
This same topic has been highlighted as an issue several times previously, but no solution was offered.
Previous posts include:
Starboard 25-8-2014
dpcam1 25-4-2015
Sonic security 23-03-2014
and numerous others
This is a very simple potential solution.
The Invoice Print button also causes the Summary to show the invoice as sent.
Apparently this is because it is possible to have sent the printed hardcopy invoice by manually mailing it without MYOB being aware of it. So it is an audit rigour thing.
In fact the reason that 99% of users hit the "Print" button is to make a checkprint of the draft invoice. They do not intend to snailmail the draft checkprint as they will use email when happy with the look of the invoice.
The fact that the invoice is now shown as "sent" is worrying and confusing. I did numerous tests with dummy customer and dummy invoices and proved that this button actually does not send any email, even though it changes the email button to "Resend Email".
Please implement the following idea to prevent this confusion once-and-for-all.
- Change the name of the existing "Print " button to "Print invoice for manual mailing". The button then does exactly what it does now, and updates the summary to "sent" and the email button to "Resend email"
- Add a new button named "Preview Invoice without sending". This button only prints the invoice to
the selected printer (pdf or hardcopy). a pdf view only that can't be hardcopy printed or emailed. There is no change to the status of the invoice in the summary. The "Email " button remains unchanged. The user can then check the invoice and edit as necessary.
As creating an invoice is one of the first things a prospective trial customer will do, it makes sense not to throw away those customers who come across this thing as it now is, and decide to trial Sageone instead.