Forum Discussion

JMBC's avatar
JMBC
Contributing Cover User
22 hours ago

Invoicing MYOB Business. Email needs a miscellaneous field.

The invoice emailing template needs to have an extra miscellaneous field for each customer.   In our case we deal with agents who act on behalf of several properties .

 

The invoice is made out to the Customer (Agent) and in the Description the details relating to the property are included.  The includes information relating to the service provided to one of the agent's customers.

 

When it comes to emailing the invoice  the email itself does not have the capibility to automatically identify the Agent / customer's customer.   The Customer has to actually look at the invoice to ascertain who or what it is for.  The email does not show this information.  A miscellaneous field would enable this.

  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator

    Hi JMBC,

    Enhancing invoice emailing templates to include a miscellaneous field for specific customer information can indeed be beneficial. However, since there is no explicit feature that automatically identifies and includes this data in the email, I recommend posting this suggestion to our Product Ideas page. This way, our developers can see it and might consider including it in future updates.

     

    You can submit your suggestion here: Product Ideas 

    Regards,
    Earl