Thank you for visiting our Partner Zone. This area is an exclusive space for MYOB Partners. Find out how to Partner with MYOB.
February 2023
February 2023
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 now unable to see who the contact name is for the 3 or 4 lines of the same customer.
My business partner contacted MYOB about a different issue and raised this with the response being, amend the customer name to show the different contacts. However, this is incredibly unprofessional when the invoice then shows the Customer name with the contact details in it.
This is very frustrating and causing numerous issues and potential errors if we send invoices to the incorrect person.
How can I delineate the different contacts for the same customer without looking unprofessional in my invoicing?
February 2023
February 2023
@LWA1 I have the same issue, I hope you don't mind me commenting on this post so that I can also see the reply
February 2023
February 2023
Totally fine @becn
Waiting to see what the response and solution is - not sure there is an easy fix on this one....
February 2023
February 2023
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.
February 2023
February 2023
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?
February 2023
February 2023
February 2023
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.
February 2023
February 2023
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.
by
BareBeauty
4 weeks ago
8
219
|
8
|
219
|
||
by
Legends1
a month ago
0
123
|
0
|
123
|
||
by
Krismic
a month ago
0
100
|
0
|
100
|
||
41
|
3346
|
|||
8
|
549
|