Forum Discussion

B_A's avatar
8 days ago

Automatic inclusion of item in new invoice

Hi Everyone,

Does MYOB have the ability to automatically include an item in all new invoices?  For example, my business creates ethanol waster, which we need to have removed so every invoice and quote has a fee for ethanol removal,  but as this is a new cost we are adding and i keep forgetting to included it in the quotes. 

How can I have this automatically included in the quotes and invoice.

Thank you  

  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator

    Hi B_A,

    Currently, the solution of this issue is to create a new invoice. Once the invoice is created with the necessary item, save it as a recurring transaction. This will ensure that the item is automatically included in all new invoices and quotes generated from this template.

    Regards,
    Earl