Is there a function where every time I raise an invoice for a customer an alert/note will pop up specific to that customer.
Eg. "Don't forget to add travel" or "this customer requires itemised materials" or "don't forget to cc in Bob from stores and Jane from accounts"
Thank you in advance
Hi Rachel84,
Yes, you can add your own messages or reminders from your notes and include them manually whenever you create an invoice. However, at the moment, MYOB doesn’t automatically show a pop-up or alert with customer-specific instructions when you’re making invoices.
Honestly, having a pop-up reminder sounds like an awesome idea and could make things way easier. We’d really love it if you could spare a moment to pop this idea onto our Ideas board. That way, other users can join in and show their support, and our product team can see how much everyone wants this feature for future updates.
Cheers,
MYOB
Yes, Pop up alerts relating to specific customers would be hugely beneficial to us too. Especially helpful when invoicing or when looking up a customer card.
