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
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.
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.
Oh ok..thanks for your reply Komal..
can a customer be changed once an invoice is saved?
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.
Why would MYOB take the option to change customer's once the invoice has been done ? That is crazy, and very inconvenient - There are many things I like better in the previous version..... many !!
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