KJV001's avatar
KJV001
Member
1 month ago
Status:
Open

Update the Original Recurring Invoice When Printing an Invoice

Problem

Many businesses use recurring invoices as templates rather than for automatic billing. I have more than 50 recurring invoice templates, and pricing, descriptions and charges change over time.

Currently, after creating and printing an invoice from a recurring template, I have to:

  1. Find the original recurring invoice.
  2. Delete or edit it.
  3. Go back to the new invoice.
  4. Save it as a new recurring invoice.

This is time-consuming and involves unnecessary steps.

--Suggested Feature

When printing (or saving) an invoice that was created from a recurring invoice, add a checkbox such as:

[Checkbox] Replace the original recurring invoice with this invoice

If selected, MYOB would automatically update the recurring invoice that was used to create the transaction, replacing it with the current invoice's descriptions, prices, quantities and other details.

--Benefits

-Eliminates unnecessary steps.

-Keeps recurring invoice templates up to date automatically.

-Reduces the risk of using outdated pricing.

-Saves significant time for businesses that regularly reuse invoice templates.

-Maintains a single, current version of each recurring invoice.

1 Comment

  • AmandaMYOB's avatar
    AmandaMYOB
    MYOB Moderator
    2 days ago
    Status changed:
    New
    to
    Open

    Thanks for your idea! We'll be sharing this one with our product teams and have updated the status to open for other members of our community to vote and add weight to your idea.