Forum Discussion

betsylawrence's avatar
2 years ago

Change primary contact and email address for MYOB's monthly invoice

Hi,   I am taking over managing our organisation's accounts, and our previous treasurer is no longer with the business. We need to change who receives the monthly email from MYOB with our invoice. ...
  • SamaraM's avatar
    2 years ago

    Hi Betsy (betsylawrence)


    Welcome to the Community Forum. To be able to change the Primary Contact without their authorisation, we would need to have a Change of Details form filled out.


    To check if it is still your previous Treasurer listed as the Primary Contact, can you provide me the following over Private Message:

    • Serial number or client ID
    • Account name
    • Current email address and name 
    • Updated email address and name 

    *Update: Responded and forwarded form over Private Message


    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.