Recurring invoices with services and items layout

ABKHub

Hi, I am creating some recurring monthly invoices in MYOB Business Lite. I am creating the invoices with the field layout "Services and Items". When I save the invoice and review the invoice in the list of recurring transactions, the invoice is now displayed in the field layout "Services" only.

I have tried creating the invoice from scratch through Banking - Recurring Transactions - Create Recurring Transactions - Invoice, as well as saving a previous invoice with the layout "Services and Items" as a recurring invoice.

I have checked the "Sales Settings" and the layout is set as "Services and Items".

Is there a way the recurring invoices can be saved in services and items layout or does MYOB default to services layout?

 

Earl_HD

Hi @ABKHub,

Thanks for sharing the details. We’ve seen this happen for a few other users as well, and creating an Item ID for each recurring transaction has resolved it for them. Could you please try entering a value in the Item ID field on your recurring invoice and see if that fixes it on your end?

In case the issue remains the same, make sure to reach out to our support team directly. You can reach them on Live Chat via our virtual assistant, MOCA or by submitting a support case via MyAccount.

Regards,
Earl