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Product Ideas

Statements: Inclusion of banking details

Experienced User

33Posts

89Kudos

0Solutions

33 Posts
Experienced User
Australia

When sending statements, it would be handy to have banking detail information displayed on there similar to the way they are displayed on invoices so that customers can settle their accounts immediately. Smiley Wink Afterall, is that not the purpose of supplying clients with statements?

Current Status: Done
Last Changed: June 2018

Hi Everyone

MYOB Essentials Statements will now include banking information making them consistent with invoices.

 

For more information on this change please see MYOB Essentials Blog Article: Try the new and improved customer statements today

14 Comments
JoNaish
2 Posts
Cover User

Our clients often complain about us not providing our bank account details on our Statements. We note that, while we can change our invoice settings, editing the statements isnt currently an option. Is this in the pipeline?

CloverQ
9,085 Posts
Former Staff

Hi Everyone, 

 

Thank you all for your support for this idea, we are pleased to let you know that this is something our developers are working on. The aim is to give the ability of adding banking information on statements, same as invoices. 

 

We'll post updates when we have more details.

DianneStazi
1 Post
Cover User

i also need the banking details added to all invoices and statements

doesnt make sense not to be there as a standard, whats the popint of issuing an invoice or statement without it showing the bank account details

Steven_M
45,180 Posts
Former Staff

Hi Everyone

MYOB Essentials Statements will now include banking information making them consistent with invoices.

 

For more information on this change please see MYOB Essentials Blog Article: Try the new and improved customer statements today