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Micah07's avatar
Micah07
3 years ago
Solved

Change Customer Name on invoice

Just wondering how I can change the Customer Name on an invoice that has been created and emailed. When I go to the Customer Name, it's not allowing me to change..thanks

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  • Komal_S's avatar
    Komal_S
    MYOB Staff
    3 years ago

    Hi Micah07 


    Once an invoice has been saved and emailed, the fields like customer name cannot be changed. In order to make such changes, you will have to delete and recreate the invoice. 

    • mamak's avatar
      mamak
      Contributing Cover User
      3 years ago

      Hi Komal,

       

      Is this something that MYOB would consider changing?  It has always been able to be done before the upgrade. 

       

      In many instances, we need to change the invoice contact for accounts purposes at their end to be made out to an accounts department or OC if it was addressed incorrectly. Having to change details of an invoice once saved or emailed means re entering all of the data and is very time wasting.

       

      This is not a good change with the new upgrade and very frustrating. 

      • Komal_S's avatar
        Komal_S
        MYOB Staff
        3 years ago

        Hi mamak 

         

        I'm not aware of immediate plans to change it, however, will pass on your feedback to our teams for consideration. 

         

      • Komal_S's avatar
        Komal_S
        MYOB Staff
        3 years ago

        Hi justinayres_80 

         

        The customer name cannot be changed after the invoice has been saved, you will have to delete the invoice and re-create it with the correct details. 

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Just wondering how I can change the Customer Name on an invoice that has been created and emailed. When I go to the Customer Name, it's not allowing me to change..thanks

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Just wondering how I can change the Customer Name on an invoice that has been created and emailed. When I go to the Customer Name, it's not allowing me to change..thanks

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background-size: contain;\n background-position: center;\n}\n.myob-social-links .twitter a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 6%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0Zm5.33,10c0,.12,0,.23,0,.35A7.75,7.75,0,0,1,5.4,16.92a5.48,5.48,0,0,0,4-1.13A2.73,2.73,0,0,1,6.89,13.9a2.73,2.73,0,0,0,1.23,0,2.73,2.73,0,0,1-2.19-2.67v0a2.73,2.73,0,0,0,1.23.34,2.73,2.73,0,0,1-.84-3.64,7.74,7.74,0,0,0,5.62,2.85,2.76,2.76,0,0,1-.07-.62,2.73,2.73,0,0,1,4.72-1.86,5.49,5.49,0,0,0,1.73-.66c-.2.64-.23.87-.79,1.21a1.46,1.46,0,0,0,1.34,0A5.8,5.8,0,0,1,17.33,10Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .googleplus a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 4%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0ZM9,17.5a5.5,5.5,0,1,1,4.1-9.17L11.61,9.67a3.5,3.5,0,1,0,.56,3.84H9v-2h4.47a1,1,0,0,1,1,1.11A5.49,5.49,0,0,1,9,17.5Zm10.5-4v2h-2v-2h-2v-2h2v-2h2v2h2v2Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .facebook a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 1%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0Zm3.51,12H13.2v7.2h-3V12H8.4V9.58h1.8V8.29A2.61,2.61,0,0,1,13,5.4h2.6V7.77H13.81a.58.58,0,0,0-.61.66V9.58h2.56Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .linkedin a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 5%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,24A12,12,0,1,0,0,12,12,12,0,0,0,12,24Zm1.82-10.71a1.2,1.2,0,0,0-1.2,1.2v4.2h-3s0-7.2,0-7.8h3v.89A3.72,3.72,0,0,1,15,10.91c1.78,0,3,1.29,3,3.78v4H15v-4.2A1.2,1.2,0,0,0,13.82,13.29ZM6.91,9.69h0A1.47,1.47,0,0,1,5.4,8.2,1.44,1.44,0,0,1,6.93,6.75a1.47,1.47,0,1,1,0,2.94Zm1.51,9h-3v-7.8h3Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .instagram a:before {\n background: url(\"data:image/svg+xml;base64,PHN2ZyBjbGFzcz0ibXlvYi1pY29uIiB2aWV3Qm94PSIwIDAgMjQgMjQiIHhtbG5zPSJodHRwOi8vd3d3LnczLm9yZy8yMDAwL3N2ZyI+IDxwYXRoIGQ9Ik0xMiAwYzYuNjE3IDAgMTIgNS4zODMgMTIgMTIgMCA2LjYxNi01LjM4MyAxMi0xMiAxMlMwIDE4LjYxNiAwIDEyQzAgNS4zODQgNS4zODMgMCAxMiAwem03IDE2LjE2NlY3LjgzYzAtMS41Ni0xLjI3LTIuODMtMi44MzMtMi44M0g3LjgzM0M2LjI3MSA1IDUgNi4yNyA1IDcuODN2OC4zMzVDNSAxNy43MjkgNi4yNzEgMTkgNy44MzMgMTloOC4zMzRDMTcuNzMgMTkgMTkgMTcuNzMgMTkgMTYuMTY2ek04LjU0NSA5LjUyTDggOS41MjRWNmgxdjIuODgxYy0uMTcyLjE5Ny0uMzIzLjQxLS40NTUuNjM5ek0xNSAxMS41YzAgMS42NTYtMS4zNDQgMy0zIDMtMS42NTcgMC0zLTEuMzQ0LTMtMyAwLTEuNjU3IDEuMzQzLTMgMy0zIDEuNjU2IDAgMyAxLjM0MyAzIDN6bS01LTMuNDQ0VjZoNi4xNjdDMTcuMTc4IDYgMTggNi44MjIgMTggNy44MzF2MS42N2wtMi41NTMuMDA1QzE0Ljc1NCA4LjMxMyAxMy40NzcgNy41IDEyIDcuNWMtLjczMSAwLTEuNDA5LjIxMi0yIC41NTZ6TTE2IDhoMVY3aC0xdjF6TTcgOS41MjRsLTEgLjAwM1Y3LjgzMmMwLS43MS40MDktMS4zMTggMS0xLjYyMnYzLjMxNHoiIGZpbGw9IiM2ODc0ODAiIGZpbGwtcnVsZT0iZXZlbm9kZCIvPiA8L3N2Zz4=\")\n 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invoice","moderationData":{"__ref":"ModerationData:moderation_data:760416"},"body":"

Hi Micah07 

\n


Once an invoice has been saved and emailed, the fields like customer name cannot be changed. In order to make such changes, you will have to delete and recreate the invoice. 

","body@stripHtml({\"removeProcessingText\":false,\"removeSpoilerMarkup\":false,\"removeTocMarkup\":false,\"truncateLength\":200})@stringLength":"207","kudosSumWeight":3,"postTime":"2022-05-31T09:08:22.894+10:00","lastPublishTime":"2022-05-31T09:08:22.894+10:00","solution":true,"metrics":{"__typename":"MessageMetrics","views":3373},"visibilityScope":"PUBLIC","placeholder":false,"originalMessageForPlaceholder":null,"isEscalated":null,"entityType":"FORUM_REPLY","eventPath":"category:Business/category:Support/community:myobboard:Bus-Sales/message:760366/message:760416","replies":{"__typename":"MessageConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[{"__typename":"MessageEdge","cursor":"MjUuM3wyLjF8b3wzfDE0OjAsMzk6MXwx","node":{"__ref":"ForumReplyMessage:message:776049"}},{"__typename":"MessageEdge","cursor":"MjUuM3wyLjF8b3wzfDE0OjAsMzk6MXwy","node":{"__ref":"ForumReplyMessage:message:760495"}},{"__typename":"MessageEdge","cursor":"MjUuM3wyLjF8b3wzfDE0OjAsMzk6MXwz","node":{"__ref":"ForumReplyMessage:message:779365"}}]},"body@stripHtml({\"removeProcessingText\":true,\"removeSpoilerMarkup\":true,\"removeTocMarkup\":true,\"truncateLength\":200})@stringLength":"207","images":{"__typename":"AssociatedImageConnection","edges":[],"totalCount":0,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"attachments":{"__typename":"AttachmentConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"videos":{"__typename":"VideoConnection","edges":[],"totalCount":0,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"customFields":[]},"ModerationData:moderation_data:776049":{"__typename":"ModerationData","id":"moderation_data:776049","status":"UNMODERATED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":null},"ForumReplyMessage:message:776049":{"__typename":"ForumReplyMessage","uid":776049,"id":"message:776049","revisionNum":1,"author":{"__ref":"User:user:105259"},"readOnly":true,"repliesCount":1,"depth":2,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:Bus-Sales"},"parent":{"__ref":"AcceptedSolutionMessage:message:760416"},"conversation":{"__ref":"Conversation:conversation:760366"},"subject":"Re: Change Customer Name on invoice","moderationData":{"__ref":"ModerationData:moderation_data:776049"},"body":"

Hi Komal,

 

Is this something that MYOB would consider changing?  It has always been able to be done before the upgrade. 

 

In many instances, we need to change the invoice contact for accounts purposes at their end to be made out to an accounts department or OC if it was addressed incorrectly. Having to change details of an invoice once saved or emailed means re entering all of the data and is very time wasting.

 

This is not a good change with the new upgrade and very frustrating. 

","body@stripHtml({\"removeProcessingText\":false,\"removeSpoilerMarkup\":false,\"removeTocMarkup\":false,\"truncateLength\":200})@stringLength":"223","kudosSumWeight":4,"postTime":"2022-08-15T17:21:19.381+10:00","lastPublishTime":"2022-08-15T17:21:19.381+10:00","metrics":{"__typename":"MessageMetrics","views":2492},"visibilityScope":"PUBLIC","placeholder":false,"originalMessageForPlaceholder":null,"isEscalated":null,"solution":false,"entityType":"FORUM_REPLY","eventPath":"category:Business/category:Support/community:myobboard:Bus-Sales/message:760366/message:776049","replies":{"__typename":"MessageConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[{"__typename":"MessageEdge","cursor":"MjUuM3wyLjF8b3wxfDE0OjAsMzk6MXwx","node":{"__ref":"ForumReplyMessage:message:776477"}}]},"attachments":{"__typename":"AttachmentConnection","edges":[],"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"customFields":[]},"ModerationData:moderation_data:776477":{"__typename":"ModerationData","id":"moderation_data:776477","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":null},"ForumReplyMessage:message:776477":{"__typename":"ForumReplyMessage","author":{"__ref":"User:user:202751"},"id":"message:776477","revisionNum":1,"uid":776477,"depth":3,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:Bus-Sales"},"parent":{"__ref":"ForumReplyMessage:message:776049"},"conversation":{"__ref":"Conversation:conversation:760366"},"subject":"Re: Change Customer Name on invoice","moderationData":{"__ref":"ModerationData:moderation_data:776477"},"body":"

Hi mamak 

\n

 

\n

I'm not aware of immediate plans to change it, however, will pass on your feedback to our teams for consideration. 

\n

 

","body@stripHtml({\"removeProcessingText\":false,\"removeSpoilerMarkup\":false,\"removeTocMarkup\":false,\"truncateLength\":200})@stringLength":"162","kudosSumWeight":2,"repliesCount":0,"postTime":"2022-08-17T15:22:28.287+10:00","lastPublishTime":"2022-08-17T15:22:28.287+10:00","metrics":{"__typename":"MessageMetrics","views":2434},"visibilityScope":"PUBLIC","placeholder":false,"originalMessageForPlaceholder":null,"isEscalated":null,"solution":false,"entityType":"FORUM_REPLY","eventPath":"category:Business/category:Support/community:myobboard:Bus-Sales/message:760366/message:776477","attachments":{"__typename":"AttachmentConnection","edges":[],"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"customFields":[]},"ModerationData:moderation_data:760495":{"__typename":"ModerationData","id":"moderation_data:760495","status":"UNMODERATED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":null},"ForumReplyMessage:message:760495":{"__typename":"ForumReplyMessage","author":{"__ref":"User:user:273784"},"id":"message:760495","revisionNum":1,"uid":760495,"depth":2,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:Bus-Sales"},"parent":{"__ref":"AcceptedSolutionMessage:message:760416"},"conversation":{"__ref":"Conversation:conversation:760366"},"subject":"Re: Change Customer Name on invoice","moderationData":{"__ref":"ModerationData:moderation_data:760495"},"body":"

Oh ok..thanks for your reply Komal..

","body@stripHtml({\"removeProcessingText\":false,\"removeSpoilerMarkup\":false,\"removeTocMarkup\":false,\"truncateLength\":200})@stringLength":"38","kudosSumWeight":1,"repliesCount":0,"postTime":"2022-05-31T13:04:06.912+10:00","lastPublishTime":"2022-05-31T13:04:06.912+10:00","metrics":{"__typename":"MessageMetrics","views":2608},"visibilityScope":"PUBLIC","placeholder":false,"originalMessageForPlaceholder":null,"isEscalated":null,"solution":false,"entityType":"FORUM_REPLY","eventPath":"category:Business/category:Support/community:myobboard:Bus-Sales/message:760366/message:760495","replies":{"__typename":"MessageConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"attachments":{"__typename":"AttachmentConnection","edges":[],"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"customFields":[]},"User:user:254194":{"__typename":"User","id":"user:254194","uid":254194,"login":"justinayres_80","biography":null,"registrationData":{"__typename":"RegistrationData","status":null,"registrationTime":"2021-08-04T19:51:26.362+10:00"},"deleted":false,"email":"","avatar":{"__typename":"UserAvatar","url":"https://community.myob.com/t5/s/myob/m_assets/avatars/default/avatar-11.svg?time=0"},"rank":null,"entityType":"USER","eventPath":"community:myob/user:254194"},"ModerationData:moderation_data:779365":{"__typename":"ModerationData","id":"moderation_data:779365","status":"UNMODERATED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":null},"ForumReplyMessage:message:779365":{"__typename":"ForumReplyMessage","uid":779365,"id":"message:779365","revisionNum":1,"author":{"__ref":"User:user:254194"},"readOnly":true,"repliesCount":2,"depth":2,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:Bus-Sales"},"parent":{"__ref":"AcceptedSolutionMessage:message:760416"},"conversation":{"__ref":"Conversation:conversation:760366"},"subject":"Re: Change Customer Name on invoice","moderationData":{"__ref":"ModerationData:moderation_data:779365"},"body":"

can a customer be changed once an invoice is saved?

","body@stripHtml({\"removeProcessingText\":false,\"removeSpoilerMarkup\":false,\"removeTocMarkup\":false,\"truncateLength\":200})@stringLength":"53","kudosSumWeight":1,"postTime":"2022-09-07T17:30:54.010+10:00","lastPublishTime":"2022-09-07T17:30:54.010+10:00","metrics":{"__typename":"MessageMetrics","views":2345},"visibilityScope":"PUBLIC","placeholder":false,"originalMessageForPlaceholder":null,"isEscalated":null,"solution":false,"entityType":"FORUM_REPLY","eventPath":"category:Business/category:Support/community:myobboard:Bus-Sales/message:760366/message:779365","replies":{"__typename":"MessageConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[{"__typename":"MessageEdge","cursor":"MjUuM3wyLjF8b3wxfDE0OjAsMzk6MXwx","node":{"__ref":"ForumReplyMessage:message:779465"}}]},"attachments":{"__typename":"AttachmentConnection","edges":[],"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"customFields":[]},"ModerationData:moderation_data:779465":{"__typename":"ModerationData","id":"moderation_data:779465","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":null},"ForumReplyMessage:message:779465":{"__typename":"ForumReplyMessage","author":{"__ref":"User:user:202751"},"id":"message:779465","revisionNum":1,"uid":779465,"depth":3,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:Bus-Sales"},"parent":{"__ref":"ForumReplyMessage:message:779365"},"conversation":{"__ref":"Conversation:conversation:760366"},"subject":"Re: Change Customer Name on invoice","moderationData":{"__ref":"ModerationData:moderation_data:779465"},"body":"

Hi justinayres_80 

\n

 

\n

The customer name cannot be changed after the invoice has been saved, you will have to delete the invoice and re-create it with the correct details. 

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