Using different bank accounts for different invoice types

Question

Our client has two separate income streams which they manage through their MYOB Business Lite file and they have a bank account set up for each income type.

Is there a way to set up invoice templates so that the bank account for that income type shows at the bottom of the invoice for payment, or do they need to change this in settings every time they issue an invoice for the different income type?

It would be handy if this were set at the template level rather than the settings level.

Thanks

Princess_R · Accepted Answer

Hi @LaurindaS,

At the moment, MYOB doesn’t have a feature to assign bank accounts to specific invoice templates directly. So, you’ll need to hop into the settings and manually update the bank account each time you’re invoicing for a different income type. I'd recommend sharing this idea on our Ideas Exchange board—other users can vote on it too, and it could be added in a future update.

Cheers,

Princess