Forum Discussion

ST84's avatar
16 days ago

Add Note to Customer Invoice

Hi, I have noticed that you are able to add a note to the customer on an invoice, is there a way to save the note as a default? 

1 Reply

  • Han-Solo's avatar
    Han-Solo
    MYOB Moderator
    16 days ago

    Hey ST84​ 

    Great question! Right now, there isn’t a way to save a customer note as a default for all new invoices, it needs to be added manually each time.

    That said, we’ve heard this request from a few users, and we’ve passed it on to the product team as something to consider. A default note option could definitely help speed things up if you're using the same message regularly.


    Appreciate you bringing it up, it’s feedback like this that helps us shape what comes next! 🙌

    Thanks, 
    Hannah