Sales: Send invoice with an external attachment
I am really embracing Live Accounts, i am actually enjoying my MYOB again. I would love it if i could send my invoice email with attachments, at this stage the customisation of the invoices is no where near what i need, but if i could add the excel PDF included as an attachment, i could send the basic invoice from MYOB with all the included ionformation inside. Just a thought. Troy "Send invoice email with attachments"19KViews20likes30Comments
Sales: 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!"13KViews49likes21Comments
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
Sales: Notes to customer increase character limit
Hi, Would it be possible to have more room available in the notes section? I run a Mechanical workshop and some of the "stories" I need to write about the work carried out is long winded. I'd like more room to be able to have the complete write up on the customers invoice instead of attaching a seperate piece of paper to their invoice. Your consideration is much appreciated. Chris "More room"6KViews15likes10Comments
Sales: Invoices to include email address
Ability to further customise invoices is much needed! They are very clunky at present. Our current issues include: Email not included on invoice No where to include licence no's Free text space to communicate an ongoing promotion (eg early bird payments, etc) Invoice all at top of page when only few line entries- the 'trim line' should stay in same place across all invoices. Look forward to seeing any future improvements! "Invoice suggestion"4.7KViews0likes5CommentsSales: Add customer from Invoice window
Hi, While creating an invoice, if you select the option to add a new customer, the system defaults to Business customers and does not allow you to change the customer to an Individual. For my client who deals mainly with individuals, this is very time consuming and frustrating. Could you please add this to the list of fixes for Essentials. Thanks, Alan "Need to be able to add new individual customers during invoicing"4.4KViews5likes5Comments
Invoices: Increase number of lines for descriptions
Hi There, We run a consultancy business and we need to provide detailed information i.e. up to 50 lines in the decription of what services have been completed. at the moment, description is very limited and when you try to put a description over a couple of lines it auto formats it and forces it to be one block. Really needs addressing as our clients are lazy simple people who won't be looking at seperate documents for full descriptions of work complete! "Increase Length and Formatting of Decription Field"3.2KViews2likes4Comments
