Sales: Drafting invoice to come back to later
I'd like the option to save an invoice as a draft so I know it's not complete. Preferably I'd like all the invoices to be drafts until I specifically finalise it. This way there is no confusion as to which invoices are complete, which have been sent to the customer, and which still need information added. "Saving a Invoice Draft"5KViews27likes4Comments
Sales: Email - Select from different email common templates
I would like to be able to select from a number of different pre-saved email templates when sending invoices. I often re-send overdue invoices to customers as a reminder - it would be nice if I could select an 'overdue invoice' template for the email when doing so, rather than needing to re-enter the message text every time I do this. The current behavior allows only one template, which I find rather restrictive. "Multiple email templates for invoices"3.1KViews15likes4Comments
Sales: Download multiple invoices at once (as separate PDFs)
I would like to download (as separate PDFs) multiple invoices that I have created. Ideally by selecting a date range. I know I can click and open each individually, then click print and download each individually. But that takes way to much time for multiple invoices. I need a simpler way. Your current UI allows for it. Just add a button to the Invoices page, right next to Create invoice. When you tick a box or select a date range, click 'Download invoice as PDF'.2.2KViews2likes3CommentsSales: Discount column
I agree with the other users who have asked for a discount column (in both invoices and expenses). It was the one feature that almost convinced me not to switch from AccountEdge to LiveAccounts. Also, the fact that price fields are limited to 2 decimal points now means that when the total GST inclusive price shows up, it is often incorrect. For example, if an itemsells for$3.50 including GST, it is set up in the item list as having a price of $3.18 excluding GST, but then when entering an invoice, say somebody bought10 of this item, the total price including GST comes out at $34.98, not $35. A fix would be either to increase the number of decimal places or to allow a GST inclusive option in the item details. This is wasting a lot of time for me. "Discount column... PLEASE!"13KViews49likes21CommentsQuotes: Show Invoiced status
There's a nice feature to create an invoice from a quote, but it's really laborious (multiple screens, clicks, backwards and forwards etc) to work out which quotes have been invoiced and which are still requiring work (either work performed for the client, or an invoice to be sent). This is particularly hard when doing multiple jobs for the same customer as they all show up with the client's name and no description of the job. A simple solution - when creating an invoice from a quote, allow the user to change the status to "invoiced". That way the business owner can quickly look at the quote reports work out what quotes need work to get cash in the bank and not miss out / go broke. I imagine most people would have to spend ages working through it and go broke, or (as I have to do), manage this on an excel spreadsheet outside of MYOB and rekey all the info multiple times. Maybe this isn't the best fix in the long term, but it's a quick and easy fix that would help me enormously to start being able to manage sales flows. Not being able to do so makes me want to find another platform that's integrated with a CRM - there's many on the market, so MYOB needs to step up if they want to keep pace. "Quote status - "invoiced""2.1KViews5likes2CommentsInvoices: Sub-Headings, Sub-Totals and Blank lines
Hi All, MYOB Essentials does not allow Sub-Headings, Sub-Totals and Blank lines in Invoices & Quotes - this is a massive oversight of basic functionality, and I would request it be added as soon as possible. Xero and QuickBooks Online have this feature. Honestly, even lines that can just be filled with a description would be great - at present a line cannot be added to an invoice without a quantity, account and a price, and blank lines are removed when the Invoice/Quote is saved. I would imagine these are fairly straight forward features to implement, and low hanging fruit to bring MYOB Essentials in line with it's direct competitors. Thanks in advance. "Sub-Headings, Sub-Totals and Blank lines in Invoices & Quotes"3.9KViews19likes8Comments
Sales: Withholding added to an invoice
As a sole trader I would like to be able to have a section that can show withhlding tax deductions from an invoice and not have to remove it from the invoice as a line item. Maybe this is already possible and I've missed it? I think I've had a pretty good look but maybe not a proper 'mothers look'. Cheers! "Withholding added to an invoice"5.2KViews3likes6CommentsSales: Lock individual invoice after sending to customer
I would like the ability to have invoices automatically locked after sending them, so that they cannot be edited. I frequently add multiple items of work to a single invoice over a period of several weeks, then send the invoice and open a new one - however, occasionally I forget that I've already sent it and continue adding items to an invoice that the client has already received, which is obviously highly undesirable. If the invoice were automatically locked, it would prevent me from making this error. "Lock invoices after sending"1.5KViews0likes1CommentInvoices: Ability to directly open/edit an Item from within an Invoice
Hi All, MYOB Essentials lacks the ability to directly open/edit an Item from within an Invoice. This isborderline infuriating when dealing with highly technical items that require constant adjusting and updating (especially with pricing and specs). I would consider this to be fairly key functionality -please advise if this willconsidered for implementation ASAP. Again - fairly low complexity and would really improve the invoicing experience in MYOB Essentials. Thanks in advance. "Ability to directly open/edit an Item from within an Invoice"1.6KViews0likes1Comment