Customer ID creating invoice

Question

With the updated MYOB features, it has removed the ability to see the contact name of a Customer. I have multiple different invoicing contacts for the same customer but when start a new invoice, I am now unable to see who the contact name is for the 3 or 4 lines of the same customer.

My business partner contacted MYOB about a different issue and raised this with the response being, amend the customer name to show the different contacts. However, this is incredibly unprofessional when the invoice then shows the Customer name with the contact details in it.

This is very frustrating and causing numerous issues and potential errors if we send invoices to the incorrect person.

How can I delineate the different contacts for the same customer without looking unprofessional in my invoicing?

becn · Answer

LWA1&nbsp;I have the same issue, I hope you don't mind me commenting on this post so that I can also see the reply :)

lwa1 · Answer

Totally fine&nbsp;becn&nbsp;:)&nbsp;Waiting to see what the response and solution is - not sure there is an easy fix on this one....

steven_m · Answer

Hi&nbsp;LWA1&nbsp;&nbsp;becn&nbsp;
&nbsp;
When generating an invoice within MYOB Business, the customer is selected using the Customer's name. The contact or Contact ID field is not displayed in that drop-down. This may be an area that is considered in the future, however, not something that is currently available.

lwa1 · Answer

Thanks for the response&nbsp;Steven_M&nbsp;I would like to point out that this change - that was previously available - is creating significant challenges in invoicing.&nbsp;So from your response I am gathering there is no solution to the massive issue that this is causing us?

becn · Answer

LWA1&nbsp;Steven_M&nbsp;I agree, it's over complicating something that should be so simple and that used to be able to work quite easily

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Customer ID creating invoice

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