JMBC
22 hours agoContributing Cover User
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.