Forum Discussion

Micah07's avatar
Micah07
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's avatar
    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's avatar
Komal_S
MYOB Staff

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. 

     

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