Recurring Transaction wont save to invoice

Hi LindasHome,

 

Thanks for your post, and welcome to the Community Forum. I hope you find plenty of helpful information.

 

My apologies for the late response. I understand you're having trouble changing the name on an invoice via the recurring transaction method and creating a new invoice. We appreciate your patience with this. Here are some potential solutions below:

• Ensure that you have the necessary permissions to make changes to invoices and recurring transactions. If you're unsure, please check with your admin or supervisor.
• There might be an issue with the specific invoice template you're using. Try using a different template to see if the problem persists.
• If you're trying to change the name of a customer on an invoice, please note that this might not be possible once the invoice has been saved. You might need to create a new invoice with the correct customer details.
• If you're having trouble creating a new invoice, it could be due to a variety of reasons. Some common issues include connection problems, software glitches, or incorrect invoice data. Try checking your internet connection, restarting your MYOB software, or double-checking the data you've entered in the invoice.

 

If you're still having trouble, don't hesitate to reach out. We're always happy to assist you further.

 

 

Kind regards,

Shella