Share your ideas for improving the new AccountRight. Vote on ideas and discuss them with the MYOB product development team.

AccountRight

Invoice notes

User

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2 Posts
User
New
New

It would be really good if you could add in a box that notes could be added that relate to a customers particular invoice.  This box would not be something that prints out on a customers invoice, just a note for the staff to refer to regarding that invoice/job.  

2 Comments
4 Posts
Cover User

This would be fantastic!  Perhaps even a function to attach documents to an invoice for business use, not for the client.

4 Posts
Cover User

We also have similar need. Currently we print out a progress report (layout which we created in the customs forms) and hand write notes on it. We are not only wasting a lot of paper, but also spending lot of time filing, and accessing manual records. If there can be an option to make notes in the system on particular transactions, regardless what stage they are at in the process, it would automate and increase efficiency.