Forum Discussion

3 years ago

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

Komal_S
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.

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
  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
    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.
- Micah07
  3 years ago
  Oh ok..thanks for your reply Komal..
- justinayres_80
  3 years ago
  can a customer be changed once an invoice is saved?
  - 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.