![]() If you’ve been using Single Touch Payroll reporting this financial year, your end-of-year is now a lot easier. End of year payroll is a lot easier with STP While EOFY is like Christmas in July for accountants, we know that businesses closing off their books can use a few handy hints at this time. Single Touch Payroll and more EOFY tips: June 2019 Select the customers you want to send a statement.Select the option Only Overdue Customers to display a list of customers with overdue invoices.Click the To Be Printed or To Be Emailed tab.The Review Statements Before Delivery opens Go to the Sales command centre and click Print/Email Statements.To print or email a statement for a customer with overdue invoices: Generate statements for overdue invoices: July 2019ĪccountEdge 18 gives you the ability to generate statements for customers who only have overdue invoices. See this Apple support article for details on how to check and modify your update preferences.įor more details on AccountEdge and Catalina, see this support note. If your Mac has automatic updates turned on, we’d suggest turning them off. Until then, you shouldn’t upgrade your Mac to the Catalina operating system if you want to keep using AccountEdge. We’ll let you know as soon as it’s ready. But don’t worry, our developers are working on a new AccountEdge version which will take full advantage of the new Mac operating system. You can then assign that invoice to the customer (in the Card Information window – Selling Details tab) so it’s selected by default when you send them an invoiceĪccountEdge compatibility with macOS CatalinaĪ new Mac operating system called “Catalina” is coming soon, and it’s not compatible with AccountEdge v18.5 or earlier. You can create specific customised invoices for each customer or create a style of invoice for certain customers.See Adding a customer for information on setting up your customer cards. If you’ve assigned a salesperson to the customer card you can add a field in the invoice to automatically show that salesperson’s name, giving your invoice an additional human touch.If you have entered a contact for the customer (in the Profile tab of the Card Information window), you can add a contact field to the invoice so it goes to the right person (tip: add a text field with ‘Attention’ or similar next to the Contact Name field).If there’s been any changes, such as contact details or payment options, head to the Setup menu > Company Information to make these updates. Check the business details you’ve entered in AccountEdge are up-to-date, as this information automatically appears on your invoices.Check out how using the customisation functions can help you get paid faster. The invoice templates in AccountEdge already have all the information required to create an invoice, you just need to add your personal touch. Getting your customers to pay you can be easier if you personalise your invoices and include information such as payment details. This lets you see which payment methods are working for your business and helps keep them separated and clear for your accountant.Īdding more information to your invoices: October 2019 Within MYOB RetailManager you can have up to 20 different payment types active at once. The power of payment types: February 2020 Want to know about all the tips and tricks to help you get the best out of your AccountEdge software? Look no further…
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