Forum Discussion

Christine2's avatar
Christine2
Cover User
2 years ago

Creating a sub invoice for a main invoice. Can it be done in MYOB?

Hi there,

 

I hope you guys can help me. I am using Accountright. We are kitchen & bathroom builders and when we create a invoice / order it is for the complete job. However, as builders we ask for progress payments. Is there a way to create a sub invoice related to the master invoice /order, so that when the progress payments are paid they are taken off the master invoice / order?

 

ATM I am raising an invoice for the progress payments and then allocated the payments to the master invoice / order. However, with the online payments, they automatically get allocated to that invoice & I am forced to go into the master invoice / order and put the payment through as a negative payment and refer to the progress payment invoice. this then in turn reduces the master invoice / order amount. It is not working!

 

Is there a way around this.

 

Any recommendations would be appreciated.

 

Thanks in advance.

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    2 years ago

    Hi Christine2, 

     

    Thanks for posting your concern in the forum. 

     

    I understand how there is a use case for this kind of feature. Unfortunately, AccountRight is unable to create a main invoice connected to multiple invoices. We will raise this with the development team.

     

    In the meantime, feel free to post again in the forum if you require any other assistance. 

     

    Thanks,
    Genreve

    • Christine2's avatar
      Christine2
      Cover User
      2 years ago

      Hi there Genreve,

       

      Thank you for replying & informing me that MYOB is not capable of doing this. However, can you suggest a way around this problem that I am facing? I have thought how I can do this and it has worked with the other ways of payment. However, I cannot think of a way out of this situation. Would be open to any suggestions.

       

      Thank you!

      • Genreve_S's avatar
        Genreve_S
        MYOB Moderator
        2 years ago

        Hi Christine2, 

         

        Thank you for the response. I appreciate your time adding this feedback. 

         

        Unfortunately, I don't have any workarounds for this, as this is not a usual question we get. This is also likely why this feature has not yet been added to AccountRight. But rest assured this suggestion has been raised. Also, we could leave this thread open for other users to pitch in on ideas to work around the limitation of the application. 

         

        In the meantime, feel free to create a new thread if you require any other assistance. 


        Thanks,
        Genreve

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