MYOB Options When Printing Invoices
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When printing or emailing invoices, you have a variety of options to choose from. You can print a batch of invoices using a number range, print current invoices within a date range, select a particular customer only, re-print invoices that a customer may have requested copies of and so on. These options are available in the advanced window of Print/Email Invoices in the Sales Command Center.
Go to Sales – Print/Email Invoices and choose the tab at the top To Be Printed or To Be Emailed. Click on Advanced Filters tab half way down the page. Choose the Sales Type that you use, i.e. Item, Service, Professional, Time Billing etc.
MYOB defaults to select All Customers but you can choose a Selected Customer or Customers if preferred. Next you choose the Sales Status. There are several options. Open refers to all invoices that have not been paid. Credit refers to any credits processed. Closed are invoices that have been paid. All Invoices is both open and closed invoices. Orders refer to orders processed as does Quotes refer to quotes. All Sales is a combination of all of the above.
The three remaining options allow you to further filter your options. Unprinted or Unsent Sales Only will not display any invoices that have previously been printed or emailed. You can further narrow it down by selecting a date range which could be used if you print all your invoices at the end of each month. Alternatively you may choose to print a batch of invoices numbered between xxx and xxx.
Once you have made your selection, click on O.K. at the bottom of the screen. The Review Sales Before Delivery window displays your selection. In the left hand column, check the invoices you wish to print or email. By simply clicking on the check box at the top, all invoices will be selected. If you are printing your selection, choose how many copies of each invoice you wish to print and click on Print.
If you are using the email option, you must have each customers email address entered onto their Card Profile. You can override an email address by simply typing the correct address in the Email Address section. This could be used if you are sending an invoice to a new customer or an existing customer whose email address has changed.
Before you send your emails, click on the Email Defaults icon at the bottom of the window and check that the Subject and Message defaults are what you want to send or make the appropriate changes. Click O.K. and Send Email.
A record of the emails you have sent will be recorded in your Sent Items folder in Outlook Express.
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