Forum Discussion

HPRigging1's avatar
10 months ago

Green tick beside ABN

What does it mean if no green tick comes up beside a new customer, I have double checked the details and everything is correct

  • Shella_A's avatar
    Shella_A
    MYOB Moderator

    Hi @HPRigging1,

     

    It's great to have you here in the Community Forum!

     

    Before you can record a sale in MYOB, it's necessary to input some information about the customer you're selling to. This information will be saved, so you won't have to input it every time you make a sale to the same customer. For more guidance, you can refer to the article on how to add a new customer. The only mandatory fields you need to select or fill in to save a new customer are:

     

    • the contact type (customer, supplier, or personal)
    • the designation (company or individual)
    • the company name, surname, or family name.

     

    However, if you need to verify the ABN number of a specific customer, you can do so through the Australian Government ABN. 

     

    Feel free to post again if you require further help.

     

    If my response has answered your inquiry, please click "Accept as Solution" to help other users find this information.

     

     

    Kind regards,

    Shella