There needs to be an option in invoice settings whereby the first line can be text only without having to allocate an account, tax type or amount. Currently I have to allocate an account, tax type and zero $value to a text only line. For example I wish to give details of the job completed and then in subsequent lines record the hours worked and materials used. An option similar to Account Right whereby you can insert a Header line without a $value.
15 Comments
add a desciption with no value or tax type to the top of the invoice to act as a heading / main desctiption for the invoice. The notes section is only for supplimentary notes and is not placed to title the invoice.
Thanks,
Rob
Amen brother - there needs to be an ability to insert a title for the invoice along with headings within the invoice description table without a tax type or value. Otherwise change the invoice finalisation point to allow uncompleted value or tax type fields.
In addition the notes section is in now way shape or form suitable for an invoice title needed for our work which are site or location specific for each invoice.
If I can't resolve this then MYOB Essentials (which we've only just got) is not suitable for my company operations.
i agree with this, this is exactly my problem. However my problem is in Accountright Basics. Please change.
We have the same issue. It doesn't look very professional sending out invoices with a zero in the first entry where there is only an address and description of work completed.
We would love a description only first line.
Yes, to be able to have header lines would be great. Often I need to provide breakdowns on our invoices, such as date headers.
This would be great, we often need to give our jobs a name and then separate items for invoicing underneath with corresponding costs.
Yes please. This would be great!!
Would like to see this idea implemented. This has been posted as an idea quite a few times over the past few years that I can see.
Currently I don't think there is a way of adding a title to a service sales invoice as all lines of the invoice have to be coded to an account , tax code and amount
I have added my title to the top line and pressed enter, then added the detail of my invoice line to the next line - so this is a good start for a resolution here..BUT
now the value is aligning with my title as opposed to aligning with the detail associated with it..the 2nd line.
Is it possible to align the value on the amount column with the bottom of my detail box, or to have a choice on this?
Still no progress on the idea. Come on MYOB. We need this changed.
Peta60 wrote:There needs to be an option in invoice settings whereby the first line can be text only without having to allocate an account, tax type or amount. Currently I have to allocate an account, tax type and zero $value to a text only line. For example I wish to give details of the job completed and then in subsequent lines record the hours worked and materials used. An option similar to Account Right whereby you can insert a Header line without a $value.
This would be great.
At the moment I have set up a particular 'item' in Purchases to try and deal with this. If I need to add a description to an invoice I select that item and go from there. Annoyingly the description field for the item has to have something in it - I use the word "Job", which I have to delete each time I use this. Still it does make invoicing a bit quicker than completing each field for the line, but I would really like to not use it. Frustrating, and the result looks very unprofessional and awkward.
