Dizzyswinger's avatar
Dizzyswinger
Contributing User
3 months ago
Status:
Already Exists

Invoice contact name Automatically filled in?

Every time I send an invoice, on the courtesy page ( Hi ........ Your invoice is ready) I have to manually fill in the contact name manually every time.  Automaticly loading the already listed main contact would save allot of time!!!

I'm not sure if this is just a glitch with my system or hasn't been programed yet.

1 Comment

  • Status changed:
    New
    to
    Already Exists

    Hey Dizzyswinger

    Your MYOB Business file already comes with some default text that can be setup from your Sales settings. However, you'll be able to change them and use email variables to automatically pull in other types of information such as the customer's name, invoice number and more. More information and step by step instructions can be found on this page.