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

AccountRight

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

Contributing Cover User

14Posts

127Kudos

0Solutions

14 Posts
Contributing 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.

22 Comments
Contributing Cover User
8 Posts
Contributing Cover User

Good idea but would need a warning message.

1 Post
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?