Forum Discussion

LWA1's avatar
LWA1
User
2 years ago

Customer ID creating invoice

With the updated MYOB features, it has removed the ability to see the contact name of a Customer. I have multiple different invoicing contacts for the same customer but when start a new invoice, I am...
LWA1's avatar
LWA1
User

Totally fine becn :) 

Waiting to see what the response and solution is - not sure there is an easy fix on this one....

Steven_M's avatar
Steven_M
Former Staff
2 years ago

Hi LWA1  becn 

 

When generating an invoice within MYOB Business, the customer is selected using the Customer's name. The contact or Contact ID field is not displayed in that drop-down. This may be an area that is considered in the future, however, not something that is currently available.

  • LWA1's avatar
    LWA1
    User
    2 years ago

    Thanks for the response Steven_M 

    I would like to point out that this change - that was previously available - is creating significant challenges in invoicing. 

    So from your response I am gathering there is no solution to the massive issue that this is causing us?

    • becn's avatar
      becn
      Experienced Cover User
      2 years ago

      LWA1 Steven_M I agree, it's over complicating something that should be so simple and that used to be able to work quite easily

    • Steven_M's avatar
      Steven_M
      Former Staff
      2 years ago

      Hi LWA1  becn 


      Thanks for the additional feedback

      As has been indicated, the MYOB Business platform will only currently show that Customer's name. To my knowledge, other fields are not currently not within scoop of being included in that selection list at this time. They may be exposed in the future with that platform but not something that the platform can currently do

       

      If you are needing to select a specific customer for your invoices it would be a matter of differentiating these in some way using the Customer Name i.e. add the required value to the start or end of the customer name. Alternatively, work out the customer's card that is needed on the transaction and use a previous transaction of theirs to duplicate or save as recurring. This would eliminate the need to select the customer from the Create invoice window each time to avoid unwanted customer selection errors.

      It should be noted that while the MYOB Business platform takes its inspiration from the Original MYOB Essentials platform it does have different workflows and processes.

      • LWA1's avatar
        LWA1
        User
        2 years ago

        Thanks Steven, 

         

        I can understand the platforms are different and my original message did indicate that putting a value at the start or end of the customer name is extremely unprofessional as this appears in the customer invoice so this is not a workable solution. 

        Working out the customer card and duplicating or save as recurring is something I will look into but does not actually help when my invoices are different amounts each time within the same customer name - I suspect I will have the same problem if I save multiple duplicates for the same organisation. All of these take time when the previous platform helped. 

        I hope MYOB can understand the significant frustration for small business owners who do not have a lot of time to spend fixing invoices and need to deliver a professional and high quality product.  

        So my take away is that there is no solution to this issue.