Forum Discussion

Terry4's avatar
Terry4
Member
1 year ago

Editing customer name while actioning a sale invoice

Why can't I edit a customer's details in the sale invoice without having to go to contacts. 

1 Reply

  • Shella_A's avatar
    Shella_A
    MYOB Moderator

    Hi Terry4,

     

    Welcome to the Community Forum! I get how it can be a bit of a hassle not being able to edit a customer's details directly on the sale invoice. This is because the invoice uses information from the Contacts section to keep things consistent. So, to change a customer's details, you'll need to do it in Contacts first. Kindly see the editing customer details article for more information. Feel free to start a new post again if you need further assistance.

     

     

    Kind regards,

    Shella

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