Hi Airv888,
Thanks for your post and welcome here to the Community Forum.
Regarding your inquiry, if you want to change back from "Ship Via" to "Ship To" in MYOB AccountRight, you can adjust this setting in your invoice form. To do this you may go to your existing invoice or create a new one >> go to customize form or edit form on the invoice screen >> Within the customization options, locate the fields related to "Ship To" and "Ship Via." You might find these under the header or details section of the form. You may now change the labels or fill in the name as needed. Then save the changes after making the adjustments.
Feel free to come back to the Community Forum if you have any more questions, we are more than happy to assist.
If my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information.
Cheers,
Leneth
Hi Leneth, thank you for your answer.
I may have not worded my question properly. My issue isnt that I can't set a Bill-to and Ship-to customer. My issues is the 'Ship Via' field.
I currently have properly set up both the Bill to and Ship to customer. Both appear correctly on the invoice. The issue I am having is that both the Bill-to and Ship-to have different Shipping Methods. One is 'Overnight' and the other is '3 Business Days'.
The invoice can bring back the 'Ship Via' but it's currently default to the Bill To Customer. My question is how do I bring back the 'Ship Via' that is associated with the Ship To customer instead.
Thank you.
Hi Airv888,
Thank you for your post and my apologies for the late response. Just a note on the addresses displayed on invoices: there are two fields involved. The first is the Bill To (Mailing Address), linked to Address 1: Bill to in the customer card. The second is the Ship To (Shipping Address), connected to Address 2: Ship To in the customer card.
When recording a sale, the Customer field refers to the Address 1: Bill To from the card. To modify this address, you'd need to adjust the Address 1 field in the customer card. Notably, using the dropdown box only affects the Ship To field, not the Bill To field.
Please see attached:
This article on form fields could be beneficial as it explains the distinctions between them. Fields and columns you can add to forms
Please do let us know how you go on this.
Regards,
Earl
