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MYOB allows you to send invoices, statements, purchase orders and various reports, which certainly saves time and a lot of resources.
To do this you must have installed a supplier or customer cards email them. Go Card File – playlist and drill the card you will post to. The Profile tab on the right hand side, grouped with numbers and other information, the Email field where you enter their information.
In this example, we are going to send all of our customers accounts at month end. When the entire collection has been completed for the month, the Sales control click on the Print / Email accounts. The default tab to print a list of all the bills that are ready to print publication. Click to be sent tab. At the bottom left hand corner of the window click the Default Email. This is where you can add Invoice Materials and Invoice messages that will appear on every email clients. However, you can change the default subject and message to individual customers by simply highlighting their name and change the message that appears at the top of the window.
Click the Advanced Filters and make sure you have the correct type and Sale have selected the correct form at the bottom of the window – click OK. Check the accounts you want to send by clicking the box to the left of the screen. Click Send message. If you are sending more than one account at a time, then you must click Send email for each one. If you would like to see what customers will get, try sending customers email account on first and check if everything is OK.
The same method is used for e-mail statements, orders.
Printing Invoices, statements or purchase orders also follows the same method of checking accounts in the left box that you want to print and choose the proper Sale Type and accurate picture of advanced filters window. The default setting of advanced filters is unprinted or unsent Sales Only. However, you can make other choices are to choose a specific customer, sales position open, closed, etc., Sales and dated from, invoice Numbers between X and Y.
Any Report that has Send icon at the bottom of the screen can also be sent in PDF format, which means that they can not be changed by the recipient. This is very useful if you need to send the business report Manager or older person accounts. Click Submit then select Send and fill in their name, subject and message. If you have them listed as an employee card file with details of their email filled in, address them automatically pop up. However, you can enter their address in this window you should choose.
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