We need to be able to apply Payment Terms to Individual Customers. We suggest for this to be an option to be set up under the customer details.
Currently you can only set the payment terms at a global level and have to change it every time you create an invoice for a customer with different payment terms than what has been set as default.
Can you please look at this asap as this would save time & improve efficiency!
"Individual Payment Terms (customers and suppliers)"
It will be great if MYOB essential have features to set supplier payment terms (so that I dont need to enter manually the due date), recognise the double up when entering supplier invoice number and have additional search box in bills / purchases to select invoices based on issue and due date.
I agree - very frustrating to have to enter recurring Bank Fees every month and when entering every purchase having to remember to change the Due date. I have also had the situation of duplicating a bill - fortunately I reconcile to statements so have not included duplicated bill in payment
It would be helpful to put payment terms into the 'contacts' details of the suppliers so that the correct due by date appears when inputting invoices. eg. 20th of the following month, 7 days, etc.
Hi TriciaPolk
Thank for your idea in regards to Essentials and adding in Supplier Terms.
Currently you are unable to set terms for Supplier cards. If you are required to enter a due date you would have to do it manually on the Bill when you enter it.
I would encourage other members of the MYOB Community that would like to see terms be added in for Suppliers to vote and comment if required.
Please can we have invoice due date calculated by supplier terms. In New Zealand suppliers normally agree standard credit terms, such as, seven days from date of invoice or, most commonly, 20th month following date of invoice.
It is a real pain to have to set this up with each invoice received. Also, if the due date is entered when an invoice is in split view, any due date is overwritten when the split window is closed, necessistating in the date having to be entered again.
I'm sure other Essentials users in New Zealand would support this change.
Cheers, Ray
Hi RayNZ
Thank you for your comments in regards to MYOB Essentials and Supplier terms. I have shared it with the team.
Along with commenting you can show your support for an idea on the MYOB Essentials Idea Exchange by voting. To vote for an idea you would select the + VOTE button to the left of the Idea's name.
It would make life so much easier if MYOB either went back to the way that it was previously in that when you entered a supplier or customer invoice it would automatically set the day due as the same date as the date of the invoice instead of randomly guessing and pulling dates out of MYOB's you know what or IDEALLY if you could go into the customer and supplier screens and add the terms when you are setting the customer/supplier up so it could be a certain number of days or end of following month. Currently myob guesses whatever has been used for the last customer and tries to apply it to each future customer which unless you are real savy you can end up giving a cash customer a 30 day account and the supplier invoices are just a guess of one calendar month from today's date not even a calendar month from the date of the invoice you are inputting, how silly.
So I'm not seeing things!!!
I was entering 3 new invoices and dated them for this Sunday.
Well..........the Due date instead of calculating 14 days as per the terms of the invoice, it was pulling random dates out of its silicone rear and after the third invoice it was then due in November.
tsk tsk tsk, a piece of code that can't calculate dates. *sigh*
Wait for it, there's a generic response from the myob team coming, just like the other how ever many issues I've posted about since the UPGRADE lol this software is doing my head in
No doubt...
Just wondering if the payment terms for Creditors and Debtors be individualised. I have customers for instance that are either 7 days, eom or cod. It's a pain to have to change the payment term each time, especially for regular customers
Hi,
MYOB ESSENTIALS
I have multiple customer and have different payment terms for some clients. I suggest that when you setup the client you can put in their payment terms instead of having a re-occuring which does not always work.
Could you please look into this.
Thanks Greg
In Essentials ... Set Payment terms ... Every time you enter a new contact you have the option to enter their payment terms 7 days, 14 days, etc thereby whenever you select that contact for the supplier of the bill and you enter the date of the bill, you automatically get the payment due date pop up.
When using the intray to upload invoices the most common missing data is the due date. It would be great if you were able to recored the supplier payment terms in the supplier contacts and then be able to select these to automatically be added to invoice date to calculate the due date.
I agree, please allow the default payment term to be overridden with a per customer payment term located on the customer page.
Great to see users ideas being acted on. The most recent additions are very welcome. As a follow on from the payment terms, it would be great to see the payment terms upgrade added to the contacts tab as well. When setting up a new contact, whether customer or supplier, it would be advantageous to set a default payment terms for that contact.
It's great to see the ability to add individuals on invoicing as our customers are individual patients. It would also be advantageous for individual records to be sorted by surname. It's the way the world searches and it allows for couples to be under the same record.
