Customer Statements
Having an issue with customer statements that are automatically sent at the start of each month by MYOB. Customers have asked us to include our banking details on the statement. As we have only 1 template defaulted it should alread have this information included as it is the same used for invoices. When we preview a customer statement via the sales tab, selecting default template, it shows these details there. Why would it not be showing on statements that are automatically sent by MYOB at the beginning of the month? I also confirmed in the templates and opened up the default template and chose "preview as statement" and again it displays this information. What am I doing wrong that the automated statements appear not to heve this bank detail information? Am totally stumped and may need to labouriously manually sent out monthly statements to resolve. Thank you.309Views0likes5CommentsShowing invoices on statements
Somehow I have deleted out some information on our statements. How do I add invoices/date/description/charges/paments and balance to the statement? I clicked on add fields but none of these are there. Help! Need to get statements out today being 1st of the month.SolvedFields on Statements missing when I email them
I have an old version of MYOB (V18) which is perfect for our small business...until now. I can print off Statements but when I email them some of the fields are missing. Invoices email fine so I dont understand why this is happening?? Hope someone can point me in the right direction to fix this issue ASAP.Solved758Views0likes2CommentsSending statements to multiple email addresses
How can I email customer statements to more than one email address? Some customers want their statement emailed to them and their accounts department but it only lets me email to one address. When emailing invoices I have the option to choose up to 5 email address so send to at once. Can we please have this for statements also?Solved2.1KViews0likes1Comment