LJPriest's avatar
LJPriest
User
13 years ago
Status:
Done

Sales: Description character limit

Just wondering if you would be able to add more space on your invoices for description. We are an electrical business and would like to be able to add more detailed description of the work carried out, or promotion specials. 

Another improvement we love to see would be to have your terms of trading on invoices eg payment required by the 20th of the month following invoice (or similar)

 

"INVOICE Description Box"

Sales
T:Cash In

8 Comments

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  • StephenL's avatar
    StephenL
    MYOB Staff
    13 years ago

    Hi LJPriest,

     

    I have moved this message to the suggestions and enhancements section so that the product managers can take a look.

  • Kym__Yeoward's avatar
    Kym__Yeoward
    Ultimate Partner
    13 years ago

    Terms of Trading can be shown by creating a Comment text box in - Lists - Sales & Purchases Information - Comments

     

     

    • CathieR's avatar
      CathieR
      Ultimate Partner
      13 years ago

      Kym

      Whilst your advice is true of AccountRight products, it does not apply to MYOB Live Accounts.

  • traegardner's avatar
    traegardner
    User
    13 years ago

    Yes LJPriest I agree that it would great if Terms and Conditions could automatically display on each and every invoice that is generated on MYOB LiveAccounts (just like the logo and contact details are). At present I am manually copy and pasting terms and conditions from a word document into the 'desciption' field for every invoice I create - not ideal....

  • Richard_Puffe's avatar
    Richard_Puffe
    Trusted User
    13 years ago

    Thanks for your enhancement LJPriest,

     

    This has been raised by a few clients and I am hoping will be included within LiveAccounts early 2012. 

     

    If you think of anything else you would like in LiveAccounts, please feel free to add them to this forum.

     

    Thanks

    • Mark_Blakeley's avatar
      Mark_Blakeley
      User
      13 years ago

      I'd like to suggest the option of attaching a file to the email when sending an invoice.  I need to send timesheets along with the invoice, and currently do this by sending a separate email outside of LiveAccounts.

      Regards,

      MLB

  • Steven_M's avatar
    Steven_M
    Former Staff
    6 years ago
    Status changed:
    Open
    to
    Done

    Hi Everyone


    MYOB Essentials will allow for the user to enter up to 1000 characters in the Description field of an invoice line. A user can also enter 20,000 characters in the Notes to Customer field- which will be included at the bottom of the produced invoice.

     

    For those clients that wish to attach their Terms and Conditions to the emailed invoice to the customer, this can be done at the time of emailing the invoice using the Add attachments option in the Send to customer pop-up window.