Sales: Email received confirmation
Client suggestion I have another suggestion that has caused us a few hiccups. When you send an invoice via email you have no way of knowing if it got to them. I guess what I mean is, if the email address has been entered imperfectly then there is no "Mail Delivery Error" or similar to let you know. And as most clients dont reply saying they've received an invoice, you just assume they have until they havent paid, and you resend and same happens. We have had 3 instances now, one a typo on my part, another someone texted their email address incorrectly (so my several times rechecking didnt help), and another went to someone's old address that they have an autoreply on but we didnt receive it. I'm sure it's unlucky we've had so many, but I imagine it must happen to others occassionally as well. I wonder if you could add it to the "feedback" list? "Email received confirmation please?"14KViews71likes18Comments
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
Contacts: Individual customer type
We are in the trial stage of MYOB Live, we have two issues that may steer us away from the program. We are a lawnmowing & garden kerbing business, with a fairly even split of business and individual clients. When creating a contact for an individual, we can see that we have to put the client name in the business name field - dilemma is, if we put say Andrea Zappia in, it will appear correctly on the invoice, but will be listed under A in all of our reports - on the flip side, if we create as Zappia, Andrea then it will list correctly in our reports under Z, but will appear on the invoice as Zappia, Andrea, which we feel looks unprofessional. Can we see the facility of Individual customers being created? Secondly; a majority of our clients have a different billing to shipping address; in particular we have customers who own rental properties, and both addresses need to be reflected on the invoices; similarly business clients with more than one site whom we service. Presently only the billing address appears on the invoice and the only way the shipping address can be inserted is to manually insert in the notes section of each invoice; with approximately 120 clients this is a big negative. So could we see the auto insertion of a shipping address on the invoices as is done in other MYOB products. Look forward to your response. Helen "Creating Customers - Individuals & Inserting Shipping Address onto invoices"6.1KViews4likes8Comments