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Dizzyswinger's avatar
Dizzyswinger
Contributing User
2 months ago

Invoicing contact details.

Every time I send an invoice, on the courtesy page ( Hi ........ Your invoice is ready) I have to manually fill in the contact name manually every time.  Automatically loading the already listed main customer contact would save allot of time!!!

I'm not sure if this is just a glitch with my system or hasn't been programed yet.

1 Reply

  • Hey Dizzyswinger 

    Thanks for the post, I saw you made a similar one over on our MYOB Business Ideas Exchange which I've just left a response on as well! 

    There are default messages you can set up in your MYOB Business file, this can be done from your Sales settings. However, you also have the option to set up email variables which will automatically pull in other types of information such as your customers name, invoice number and more. I'd recommend reading over this page for more information and instructions on how to set it up.