Quotes: Include Accept button for customer
Hey Guys, Would love a couple of new features 1.Adding accept button to quotes, so clients can accept or decline a quote, if they accept then its recreated and resent as a invoice. 2.Alternative reply to email address - this would allow a number of people dealing with my certain clients recieve the emails also allows separation of areas of the business. "Adding accept button to quotes and Alternative reply to email address"
Online Payments: Identify payments for easier reconciliation
Hi there I have had continuing issues with reconcilig transaction that are paid with Paydirect for a couple of reason so i wanted to suggest in regards to Paydirect the system can it be adjusted to allow for clear identification of the transactions. Customer service could only point me to a manual reconciliation of the invoices due to the fact that the incoming payments have no identifying or associated identifyers. It makes it very hard and time consuming havng to to wade through bank statments and MYOB emails and invoices. I have also found that if 2 or more customers pay on the same day Paydirect combine the deposits which leave sometime complete unrelated deposits are combined together so we have to wade through the receipts to work out who paid when. It has also seen a few clients that have paid not had their invoice cleared off the system as they have not recognised it. The process is meant to be automated and this makes it a little slow to have to manually reconcile everything. It also makes it difficult if someone in the team that doesnt normally deal withthe accoutn hasto try and workit all out which in our busy season can happen as we need to process orders very fast so everyone does a bit of everything, So it would be great if all the payments had some identifying reference i.e. an MYB invoice number and are deposited separately into the account as to ensure they can easily reconciled. Thank you.
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"MYOB BUSINESS -DETAILED LINE DESCRIPTON A NECESSITY IN STATEMENTS
I posted approximately 8 months ago regarding this issue and got the response below. I posted in the ideas board at the time nothing has been done about this. This is a basic function surely! Otherwise sending out statements without the details is a waste of time for our business. Our clients need to description details included. It is a basic feature in the desktop version. "MYOB Business does not have the Journal Memo field. Hence, it defaults to the prefill for an empty Journal Memo field (Sale; Customer Name). I recommend posting this as a suggestion to the Business Product Ideas Board for the developers to see." Please get this issue sorted. It can't be that hard surely.
To display NZBN number on Quote/Invoice
I'm getting constant calls from my customers to display the NZBN number of my business on Quote/Invoice that are being sent to customers. Unfortunately, this functionality is not added for New Zealand businesses. By display NZBN number on Quote/Invoice, it will shows the credibility of given business being registered in New Zealand companies office. It seems to be very straightforward to add NZBN number in template design side. Could you please look into it? Thanks,
APPLE PAY NOT WORKING
I have web browser essentials. My customer wants to pay using amex apple. But he keeps getting the error message some thing went wrong our end please try again he has now tried multiply times I have suggested he tries the other multiude of options. However is the apple pay working if not we need to remove if off the option list. My customer has tried different computers browsers refreshed screens turned off security the usual.Custom invoice email templates
I'd like to see the ability to have greater control over the invoice email template that gets sent to customers. Currently there are two links to view the invoice online, which may cause issues for those using third party payment platforms. This includes the green "View invoice" button in the top right corner of the current invoice email template. We would love it if we could remove these "view online" buttons or have greater control over the email invoice template. This will vastly improve the user experience for our customers who could be confused when viewing the online MYOB invoice link, when they are used to paying the invoice on a different website domain (such as paypal).
