Articles Blog
MYOB – Batch Invoices for Multiple Customers – Automate it! eg Annual Subscriptions
- Details
-
Published on Tuesday, 18 December 2012 11:48
Note - The location of some action buttons have changed in the 2011 onwards versions
Read all instructions before starting – can be time-consuming to correct a mistake!
1) Create a new Recurring Sales Invoice for your first customer. Use general terms like "Annual Subscription" for the item/service description so it can be used for any year. You can use Items or Service layouts, for example.
2) Go to menu at top – Lists > Recurring Transactions and locate the sale you just made. Select Edit.
3) Set the Frequency to annual. Type the date of the required invoice. At alerts tick "automatically record when due" then Save (if you want to review the sale before it is sent, tick "remind me to record on due date". Then you will use the To Do List>Recurring Sales to actually generate the sale)
4) Now select "create copy" tab (third box along bottom of recurring list) and tick all the customer cards this applies to
5) Now you have a recurring invoice for every customer. And you can delete individually if customer does not want to renew.
6) If you want the actual year of the subscription to show on the invoice sent to the client, edit your invoice layout by adding a text box and enter the year. Then change the layout next year and so on. Do this BEFORE you create invoices for all the subscribers if you need the year on the invoice!!
CAUTION - Always take a backup of your file before attempting and have a trial run with many invoices. It will be very tedious to delete a mass of recorded recurring entries if something goes wrong!
Need assistance – call for a FREE help session 0407 361 596. Get your answers today!
