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Product Ideas

Sales/Purchases: Changing the card listed on a recorded sale/purchase

Experienced Cover User

24Posts

168Kudos

0Solutions

24 Posts
Experienced Cover User
Australia

It would be super helpful if we could change the customer card on an invoice once it's been recorded! I understand why we can't change the name once a payment has been applied to it, but in the meantime it would be great to change the customer card if required. Thanks!

 

"Changing Customer on an existing invoice"

Current Status: Open
Last Changed: October 2014

Hi @AshL 

Thanks for your feedback in regards to the AccountRight program and changing the customer's card on a record sales or purchase. 

Currently the workaround would be to base a recurring transaction off that transaction and then change the name on that recurring transaction. Support Note: Changing the card on a sale or purchase will be able to assist that.

I would encourage other users that would like to see the ability to change the card on a transaction without the creating a recurring transaction to vote and comment if required.

31 Comments
AndrewKShields
Contributing Cover User
11 Posts
Contributing Cover User

Good idea but would need a warning message.

JoeBriggs70
2 Posts
User

It would be perferable to be able to just change the creditor or customer name, even the work around is laborious!  I don't understand why you can't do this?

Eclipse1
Experienced User
17 Posts
Experienced User

Sometimes we discover that sales or even purchases have incorrectly been put to the wrong customer card (or supplier card)  Currently we cannot go in and just change the card being used (even as administrator).  Instead it requires deleting the invoice and re-entering which is simply annoying when it would seem a quick fix could be applied.

Super keen to see this happen

Is this likely?

2ndFix
3 Posts
Cover User

Quicker way of dealing with this without loosing detailed information or re-entering data is:

Save incorrectly allocated invoice as a recurring - start a new invoice and use the recurring, allocate to correct customer change invoice number to match and save.  Then go to the incorrectly allocated invoice and delete it. This way there is very little data entry!  Will only work if no payments have been applied.

Cheers Cherie


@Eclipse1 wrote:

Sometimes we discover that sales or even purchases have incorrectly been put to the wrong customer card (or supplier card)  Currently we cannot go in and just change the card being used (even as administrator).  Instead it requires deleting the invoice and re-entering which is simply annoying when it would seem a quick fix could be applied.

Super keen to see this happen

Is this likely?


 

erinmcp
1 Post
User

I have a series of invoices that have been issued to one contact

 

they require us to resend to different contact details for each invoice

 

is there a way to create a new customer card and just change the client rather than having to reissue/delete etc

 

thanks

 

albanyair
Contributing Cover User
14 Posts
Contributing Cover User

I'm sure if Reckon Accounts has had this function for years then MYOB can do it.

Smiley70
Contributing User
12 Posts
Contributing User

TIP: Selecting the wrong card and recording transaction is UGH! If there's a mountain of retypingto do, a quick trick is: go into the wrongly recorded transaction and save it as a recurring transaction.  (Jot the Invoice and PO number down....these dont save in recurrring) Then delete the wrongly recorded transaction. Then go ahead to re-enter correctly but use the recurring transaction you just saved. Saves all that re-entering! Once you've now recorded the transaction with the correct card...lol.... you can go and delete that recurring transactions (from the LIST dropdown). But yes it'd be easier if MYOB would let us just change the customer / supplier card.

Brooke_Clark
11 Posts
User
It would be great to have the flexibility to amend a supplier name at Supplier order stage. Example: An order is raised to ABC Pty Ltd and sent the supplier. When the invoice arrives, we notice the supplier name was actually XYZ Pty Ltd and we confirm with the supplier the change is correct. In AccountRight we open the order, but the Supplier name in the order is Grey in colour and cannot be amended. All other details in the order are to remain the same, except for the supplier name. If we could have the ability to change the supplier name from ABC Pty Ltd to XYZ Pty Ltd, and leave all other details the same, this would make it a lot easier to process the invoice. If you like this idea, please like this post, and hopefully this can be included in the next AccountRight update Smiley Happy
Specdec1
Experienced Cover User
24 Posts
Experienced Cover User

Yep totally agree it's a pain to have to delete the incorrect invoice and then retype it all over again to the correct card

jcbc
Experienced User
55 Posts
Experienced User

I totally agree, we all want this feature asap