Sales: Print and email invoices at the same time
I think it would be a great idea to be able to select print and email for invoices/quotes as I keep a hard copy for me and send a email to my clients. The process i use aty the moment is print to record then go back into sales register reopen invoice to email if you could add a tick box in the email section to allow to print it would be great. thanks Chris "be able to print and email quotes/invoice at the same time"6.6KViews64likes16CommentsPrint Mailing Labels: Envelope Template
I've noticedthat some businesses copy & paste addresses from the shipping address into a Word template for printing mailing addresses on envelopes.That is OK when the shipping address is the same as the mailing addressotherwiseusersneed toopen the customer card and retrieve the mailing address from there which is always the case with Professional Invoices. My idea is for an envelope template to be included in the 'Mailing Labels' for each of the Sales Types. In the meantime a workaround forsome businesses in the Service industry is to use a 'Packing Slip' template to construct an envelope template. Unfortunately this cannot be cannot be done for 'Time Billing' sales type as packing slip templates are unavailable. An example "Invoice-Service - Address Envelope" has been attached to this idea which some client users have adopted; it is for a DL sized envelope 22cms * 11cms. If you use it you would need to set your printer to landscape mode. "Mailing Labels - Envelope Template"8.8KViews6likes9Comments
Sales: Ability to copy data from generated PDF
In past versions of MYOB we could extract text such as delivery address, line items, invoice number from the MYOB PDF invoices .. eSale.PDF..this was used by our inhouse courier tracking system. Since upgrading to AccountRight that has stopped working because AccountRight produces PDF in Raster/Image format with no text other than the page number can be extracted. So bring back full text in the PDF. AccountRight has broken our tracking system and costing a lot of labour hours doing this manually now. "PDF Text Extraction Missing from AccountRight. Bring it back."2.9KViews5likes1Comment
Reports: Ability to directly print from the Index to Reports
Is there some reason I can not go to a report enter my filter (eg date range) and then send it directly to print (or excel), without having to wait for it to be displayed and then send it to print/excel/email. If there is no reason for this do you think we can change it? "Direct Printing"5.1KViews22likes4Comments
