Forum Discussion

LWA1's avatar
LWA1
Member
3 years ago

Customer ID creating invoice

With the updated MYOB features, it has removed the ability to see the contact name of a Customer. I have multiple different invoicing contacts for the same customer but when start a new invoice, I am...
becn's avatar
becn
Experienced Cover User
3 years ago

LWA1 I have the same issue, I hope you don't mind me commenting on this post so that I can also see the reply :)

LWA1's avatar
LWA1
Member
3 years ago

Totally fine becn :) 

Waiting to see what the response and solution is - not sure there is an easy fix on this one....

  • Steven_M's avatar
    Steven_M
    Former Staff
    3 years ago

    Hi LWA1  becn 

     

    When generating an invoice within MYOB Business, the customer is selected using the Customer's name. The contact or Contact ID field is not displayed in that drop-down. This may be an area that is considered in the future, however, not something that is currently available.

    • LWA1's avatar
      LWA1
      Member
      3 years ago

      Thanks for the response Steven_M 

      I would like to point out that this change - that was previously available - is creating significant challenges in invoicing. 

      So from your response I am gathering there is no solution to the massive issue that this is causing us?

      • becn's avatar
        becn
        Experienced Cover User
        3 years ago

        LWA1 Steven_M I agree, it's over complicating something that should be so simple and that used to be able to work quite easily

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