Default Email Template for Bulk Invoice Sending
Our clients would like the default email template to work when sending out multiple invoices at once. They have 15 recurring invoices to send each month and don't want to have to go into each invoice and manually send each one for the default email template to come up. I have spoken with someone at support and they said that they don't recommend ticking invoices and sending them as the default email doesn't come up. Can this be fixed or is there something that we need to change in our clients file for this to work. Thanks Laurinda
Emailing Invoices with PDF's attached
MYOB has a setting in the Preferences section under the Emailing tab called "When Emailing Invoices". There is an option you can select which is to have a link in the email to the invoice as well as have a PDF copy of the invoice attached to the email. This is a great feature and I have it as my setting. Only trouble is that the feature doesnt actually work and invoices are emailed with NO PDF attached !!!! I contacted MYOB support and rather than saying this is a bug that needs to be fixed, apparently I need to suggest a product enhancement here so that MYOB might consider if it is worthwhile to fix a feature that already exists but doesnt work...
Auto-save invoice number
Users would like the ability to save an invoice number at the time of recording a transaction. When there are multiple people doing invoicing, the invoice number is not particular to that one person. Its whoever saves first gets the invoice number which can prove difficult when there are multiple users. This idea was originally posted 11 months ago with a total of 3 votes and 3 comments.
