Assigning a User to an invoice created
Hi there, when creating an invoice - other than sales person is there any other way to assign a user to create the invoice? for instance - salesperson being the one who took the order or picked the product etc, but the person in accounts/admin who is creating the invoice on MYOB? in my company there are a few people to create invoices and for QC and follow up procedures would be good to know who did it - i know when you also have emailed a invoice you can see when it was opened/viewed and sent off, can you also see timestamps of when the invoice was CREATED? we have clients we dont always email invoices to, but print them! Any help would be grately appreciated!SolvedWe haven't received an emailed invoice for the last 4 months AND cannot download invoices either
For the last FOUR months we have not received an MYOB email invoice for one of our company accounts. There's no problem for the other account. We used to receive all invoices by email but this suddenly stopped for our main operating company four months ago. Each month we do not receive the emailed invoice I make numerous phone calls and emails. I ask for the issue to be escalated and resolved but each time I'm assured that "the problem has been fixed" -- and that I can download my invoices any time. I then receive an emailed invoice but ONLY after making a complaint. After not receiving the emailed invoice once again, tonight I tried instead to download the current invoice but as the screenshot below shows, I can't even download invoices from the My Account page - the download button becomes greyed out with a red non-access symbol. So MYOB itself cannot send or make its own invoices accessible to its client?! Will someone actually escalate this to a billing/accounts specialist who will contact me and finally fix this ongoing problem?Solved1KViews0likes2CommentsMYOB Web Version Cutting off Invoice Templates
When I create invoices using MYOB's web version ("opened in web browser") and save the invoice to PDF using a pre-made template (that was originally created in MYOB), it's cutting off/cropping some of the information at the bottom. I've seen other people complain about this and it hasn't been addressed. Does anybody have a fix for it? And I shouldn't have to create a new template either. The templates are all perfectly fine in the software version of MYOB but it's important for my employees to be able to export invoices within the web version. Thanks everyone.