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Customer statement file name and payment options

VT3

1. Can I make MYOB export a PDF file instead of a compressed file?
2. Can I change the naming convention of a customer statement anywhere? It always comes up with Invoice_ and an irrelevant number.
3. Why aren't all my payment options showing on the statements?

Asked this question 2 years ago and didn't hear back - https://community.myob.com/discussions/bus-sales/customer-statement-file-name-and-payment-options/824410

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Princess_R

Hi @VT3,

You can check out this link and click on "Suggest an idea" to start a new post. It's a great way to get your ideas noticed and potentially implemented!

Cheers,

MYOB

VT3

How do I do that sorry?

Isaiah_C

Hi @VT3,

Have you had a chance to post this suggestion on our Ideas Board? Once it's posted, other users can vote on it, and if there's enough interest, our development team may consider it for a future update.

Regards,

Sai

VT3

Any updates on this one?

VT3

Thank you for your reply.

All payment are enable and visible on my invoices. When I save a customer statement it only shows "Bank deposit via EFT" which is a problem as a lot of customers pay via online methods.

Isaiah_C

Hi @VT3,

Thank you for bringing these questions to our attention. I also apologise that you didn't receive a response when you asked this question two years ago. That's definitely not the experience we want you to have.

To address your first concern, currently, MYOB exports customer statement as compressed files by default. However, you can manually convert these files to PDF after exporting. I understand the need for more flexibility, so you can submit this idea to our Ideas Board or vote for it if a similar post already exists. This is a great way to get your feedback considered for future updates.

About your second concern, the software uses a standard naming convention that includes the invoice number and other details, and this can't be changed within MYOB. You can, however, rename the files after exporting them to fit your needs.

Lastly, please ensure that all payment methods are enabled in the Payment Methods settings in your account.

Regards,

Sai