Whether you’re using Xero or MYOB AccountRight for your business accounting software there are times when you would prefer to send your customer the Invoice that Xero and MYOB generate natively. For example if you have added an online Payment option to your Xero Organisation you might prefer to send the customer the Xero generated Invoice with the “View and pay online now” link in the PDF for customers to click and pay online with a credit card. Similarly if you’re using MYOB AccountRight you might to send your customer the invoice using one of the MYOB M-Powered layout forms.
For our fmAccounting Link (Xero Edition) solution we’ve already given users the ability to:
- get the Online URL for an Invoice and include that in an email etc that they send to clients so they can choose the “View and pay online now” option
- download the Xero Invoice PDF into a FileMaker container field and then save that to the desktop etc or include that in an email to the customer in place of a FileMaker layout based Invoice
We’ve been working on creating a similar feature for our fmAccounting Link (MYOB AccountRight Edition) solution and it will be included in the next update. Like the Xero solution it will allow users to click a button to download the MYOB PDF invoice into a FileMaker container field and then save that to the desktop or include that in an email to the customer. We currently have the ability to download all the Form Templates setup in your MYOB Company File:
and then specify the Printed Form for each Customer in the fmAccounting Link (MYOB AccountRight Edition) file:
This is then used as the default when you request the MYOB Invoice PDF, however you can specify a different form template to be used by passing a parameter with the request for the Invoice PDF. Here’s a quick video that demonstrates creating an Invoice and then requesting the PDF from MYOB: