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Product Ideas

Templates: Show business name on credit note

Cover User

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1 Post
Cover User

There doesn't seem to be any way of getting MYOB Essentials to show the business name field on credit notes. It only shows the trading name field. Invoices have the option to select whether to show or hide the trading name and the business name. It would be useful to be able to do this for credit notes as well.

 

"Option to show business name on credit note instead of just trading name"

Current Status: Done
Last Changed: May 2021

Hi Everyone


If the Trading name is populated in the Business settings MYOB Essentials will showcase that on the printed/email Adjustment note in Bold with the company name listed underneath with the other business information. Example below:

 

Capture.PNG

 

Note: This change is available for the new MYOB Essentials platform. Existing (original) MYOB Essentials platform users will be migrated across to the new platform in due course based on the complexity of their MYOB Essentials product level. At the time of posting, migrations are already underway.

1 Comment
Steven_M
45,180 Posts
Former Staff

Hi Everyone


If the Trading name is populated in the Business settings MYOB Essentials will showcase that on the printed/email Adjustment note in Bold with the company name listed underneath with the other business information. Example below:

 

Capture.PNG

 

Note: This change is available for the new MYOB Essentials platform. Existing (original) MYOB Essentials platform users will be migrated across to the new platform in due course based on the complexity of their MYOB Essentials product level. At the time of posting, migrations are already underway.