Forum Discussion

lola_d's avatar
lola_d
Experienced User
14 days ago

invoice reference

Hi, a customer asked me the following belowcan someone help:

 

I was also wondering, when we get an invoice sent through is there anyway to include the order name/number from our email order form on it? It just helps when finding past invoices. For example if a customer purchased a pool 6 months ago and I needed to refer back to you for something such as warranty, I can quickly search my emails for the order name which will bring up the invoice it was tied to. Rather than sifting through a heap of invoices trying to match it to what they ordered.

 

Thanks for your helpi advance. 

Lola

6 Replies

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    11 days ago

    Hi lola_d, 

     

    Apologies for the delayed response. I agree, having that PO number would make the invoice leasier to track. Yes, if you want that reference to appear in the email text you send from MYOB Business, you can set this up under  Sales settings > Email defaults.

     

    So if you enter the order/reference number into the Customer PO number field on the invoice, you can include it in the outgoing email message as well.

    You can check the steps here: https://www.myob.com/au/support/myob-business/business-settings/forms/sending-emails/set-up-your-default-email-messages?productview=Browser

     

    Hope that helps.

     

    Regards,
    Genreve 

  • lola_d's avatar
    lola_d
    Experienced User
    7 days ago

    Thanks for your reply I am working with Account Right Desktop and can't see the email default set up anywhere as shown with your steps. Could you please guide me from here?

     

     

    • Isaiah_C's avatar
      Isaiah_C
      MYOB Moderator
      6 days ago

      Hi lola_d,

       

      Thanks for getting back to us. Since you're using AccountRight Desktop, the email default setup is in a different spot from the steps shared earlier. You can find it by going to Setup > Preferences > Emailing. That should take you to the email settings for AccountRight. 

       

      Regards,

      Sai

  • lola_d's avatar
    lola_d
    Experienced User
    6 days ago

    ok thanks i still can't see where and how i can add a PO box for a customer. Are you able to help?

  • lola_d's avatar
    lola_d
    Experienced User
    6 days ago

    You can see here order number is selected but does not show on the invoice only invoice number can be found. There is no option to add another firle for PO number. 

     

     

    • Isaiah_C's avatar
      Isaiah_C
      MYOB Moderator
      5 days ago

      Hi lola_d,

       

      Thanks for checking that and for the screenshot. I can see what you mean, even though the order number is selected, it isn’t pulling through to the invoice, and at the moment there isn’t a separate field available to show a PO number there as well. Also, just to clarify, the instructions shared earlier by our previous moderator are for the browser version. So right now, only the invoice number will appear on the invoice. I know that’s not ideal if you need to search by order number later on. As a workaround, you could pop the order or PO number into the email subject or message when you send the invoice, so it’s easier to find again later.

       

      Someone has already submitted this on our Ideas Board, so if you'd like to support it, you can vote for it here: https://community.myob.com/idea/myob-accountright-ideasexchange/adding-a-column-to-printemail-invoices/913505

       

      Regards,

      Sai

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