M-Powered Invoices > Using M-Powered Invoices > Sending M-Powered invoices to your customers
The following procedure explains how to print your invoices. For instructions about emailing and faxing your invoices, refer to your user guide or online help.
Note that if you have included the POSTbillpay in person payment method, do not fax your invoices. This method requires a barcode that cannot be used with a fax.
The procedure for customising and sending statements to your customers is similar to sending invoices. For specific information about customising and printing statements, refer to your software user guide or online help.
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Go to the Sales command centre and click Print/Email Invoices. The Review Sales Before Delivery window appears.
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Select the To Be Printed tab.
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Select the layout you want to print from the Sales Type list.
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Select Open from the Sale Status list to indicate that you want to print only those invoice transactions that have not been paid.
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Select the Unprinted or Unsent Sales Only option. This prevents you from printing the same invoice transaction twice.
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Type the date range in the Sales Dated From and to fields. All sales entered with a transaction date within this date range will be printed.
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Specify how many copies of the invoice transaction you want to print in the Print [...] Copies of Each Selected Sale field.
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Click Print to start the print process.
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If you haven’t entered your payee number in the Payee Number field of the Company Information window, you are prompted to enter it. If you do not enter a payee number, the words Not Available will be printed in the Barcode and Customer Reference fields of the How to pay section and your customers will not be able to use the M-Powered Invoices methods of payment.
note : You can also print your invoices immediately after creating them by clicking Print in the Sales window.
When using this method MYOB will automatically select the invoice form you printed last unless you have specified a particular form in the Printed Form field of the Card Information window for each of your customers. To change the existing default to an M-Powered Invoices form, see To change a customer’s default invoice form below.
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Click the Customer tab.
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Click the zoom arrow (
 ) next to the name of the customer whose default invoice form you want to change. The Card Information window appears. |
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Click the Selling Details tab.
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Select the invoice form you want to use in the Printed Form field. For example, select an M-Powered Invoices form.
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Click OK.
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