New Essentails - Customer Notes

[Richard-SA]

Is there a way to add extra or edit the existing list of "Notes to Customer" that you can choose from in an invoice?

Ideally the client wants a particluar note that they had in Old Essentials to still appear on every invoice, but the "Remember this?" tick box has been removed from New Essentials.... this was a very handy feature of Old Essentials

A work around could be selecting the note from the drop down list if thats possible when creating each new invoice.

[Melisa_D]

Hi @Richard-SA, 

Thank you for your post. Unfortunately there isn't an option to add additional notes to that drop down, this is something that has been raised with our teams along with the 'remember this' option from the previous version. The additional note would need to be added to the notes field. 

I have passed on your feedback to the team. 

Do let us know if you have any further questions.  

[yobers · Accepted solution]

Hi Richard, there is actually a way to change the list of customer notes on invoices. I just found it out myself after experiencing the same frustration with the new Essential update changes. Under the main business tab in the right hand corner select 'Sales Settings' then select the 'notes to customer tab'. From there you can edit any of the default customer notes to a note of your personal choice so it can be selected when creating an invoice. It doesn't allow you to have the note appear by default as in the previous version of Essentials, but at least you can select it quickly without needing to type it in.

I'm a bit suprised that even the MYOB moderators didn't know this!? Unless for some reason I have a different Essentials update than others. 

[Richard-SA]

Thanks heaps Yobers!! You have made me and one of our clients very happy!!!

I hadn't acutally noticed it in the "Sales Settings" before.

It appears that you actually have to put the full text of the note in "Note Name" as well as "Note Text" for it to all appear on the invoice... well I had too.

Turns out that the support staff are not aware of this either as the client spoke the suport staff on the phone earlier this week and they siad they were aware of the issue, but there was no way around it..... bit disappointing!