Feature Request: Streamlined Invoice Customization for Small Businesses
Hello MYOB team, I have been using MYOB for a while now and I love it for managing accounts and finances, but I have noticed a deficiency in invoice customization capability. As a small business owner, I often need to add custom items (payment terms, service descriptions (specific), promotional notes) to invoices to help clients understand what the charge relates to. Considering the available customization options are presently satisfactory, I think you can agree that a more flexible interface for invove designing and customizing invoices to disclose relevant details would be beneficial for small business owners - highly beneficial. Specifically, I would benefit from being able to drag and drop invoice sections, change simple fonts, and adjust layouts with relative ease. Fielding quick custom fields or options based on clients would also save significant time. On the topic of invoices, it is evident many small business owners are seeing growth rates they haven't seen in many years, and along with growth, there is the importance of ensuring robust expanding cybersecurity practices. In case there are curious minds out there as to how to learn cybersecurity to protect your business I would appreciate any recommendations for resources or courses. Anyway, I think an update to the invoice customization/sort of interface and a bit of hinting about cybersecurity resources, would be a constructive addition to the MYOB value-add offering. Look forward to your feedback! Thanks, martinanderson
Allow to automatically change invoice number when converting order, not just quotes
When the new separate sales numbering sequences were introduced, we set it up and changed the settings so order numbers wouldn't be retained when converting to invoices. However, after a bit of to and fro with support, we were told these settings only come into play when converting a quote to an order or invoice and are not triggered when converting an order to an invoice. This feels like a bit of an oversight in the implementation of the new number sequences. Otherwise, I don't understand the purpose or intent of the separate sequencing. We liked the idea of the separate sequences because our invoice numbers have been jumping all over the place because some orders are not converted until several months after creating. On a rare positive note, we've noticed the bug that meant we weren't being warned about duplicate sales invoice numbers has been fixed, so that's something. Thanks.Make online invoice layout match pdf invoice template
You allow us to create our own templates for sending invoices, so I think the version the customer sees in the invoice summary and the invoice portal(?) should match what they see if they open the PDF. It is our hope that the customer assumes MYOB has glitched rather than thinking that we would send something so unprofessional-looking.
Multiple shipping addresses for one customer
I have just had my file migrated from AccountRight to BusinessPro and am disappointed to realise that I am unable to do several of the things that I have previously done on a daily basis. One of these is multiple shipping addresses for one customer. I need to charge/invoice the head office of a chain of stores that I supply for all of the product that I send to their numerous stores, but I need the shipping address on the invoice to show the store that received the product. i.e. there are many different shipping addresses, but all billed to one account. In Accountright I was able to do this by selecting the head office as the customer, and then choosing "another card" as the billing or shipping address - (all of the stores had their own cards)- and this way the relevant store's details ended up on the invoices, but all invoices for all stores were charged to the single account of the head office. I have just changed to Business Pro and there doesn't appear to be a way in this software to choose "another card" for a shipping/billing address. It would be great if this function could be added. P.S. When I was looking for a solution in the community forum, I did see that this issue had been raised a couple of years ago. I
Allow customers to electronically accept quotes and provide PO details
Currently, MYOB allows us to send quotes to customers, but there does not appear to be a simple way for the customer to electronically accept the quote. It would be very useful if customers could open the quote and formally accept it online. This would reduce double handling, remove the need to manually track quote acceptance, and make the quote approval process clearer for both the business and the customer. In some cases, we also require a customer purchase order before work can proceed. It would be helpful if, when accepting the quote, the customer could enter a PO number and optionally add comments or notes. Suggested fields/actions: Accept quote button PO number field Optional customer comments field Confirmation timestamp showing when the quote was accepted This would make quote acceptance more efficient, reduce admin overhead, and create a cleaner audit trail.
