Forum Discussion

Andytpg's avatar
Andytpg
User
2 years ago

Change Customer on existing Invoice since new update

Since the new update Nov 2022 - When I have created and saved an invoice - How do I change the customer without deleting the invoice - I just need to change an entity that is already in my contacts a...
Melisa_D's avatar
Melisa_D
Former Staff

Hi Andytpg, 

 

Once an invoice has been created and saved the customer field is greyed out, you cannot change the customer. You would need to create a new invoice. 

janjac's avatar
janjac
Experienced Cover User
2 years ago

Why can we not change the customer on an invoice, this was supposed to be an update not a downgrade, previously on Essentials that was possible, now we have the drama of having to create a whole new invoice which is much harder, especially if it's a long detailed invoice.

I really really really really do not like this version of MYOB - it is an absolute pain, it is not better than it was and it's got more expensive.

 

  • NikkiH's avatar
    NikkiH
    Experienced User
    2 years ago

    I agree I dont know why they would change this feature!

    janjac wrote:

    Why can we not change the customer on an invoice, this was supposed to be an update not a downgrade, previously on Essentials that was possible, now we have the drama of having to create a whole new invoice which is much harder, especially if it's a long detailed invoice.

    I really really really really do not like this version of MYOB - it is an absolute pain, it is not better than it was and it's got more expensive.