Share your ideas for improving MYOB Essentials Accounting. Vote on ideas and discuss them with the MYOB product development team.

MYOB Essentials

Access customer details from invoice





4 Posts

It would be great to be able to access/update customer details directly from the "Invoice" screen on MYOB Essentials.

Currently if you want to check that you have the correct email or contact person you are invoicing, you have to close the invoice, search and edit contact details if necessary and then once you've saved the updated details, search and open the invoice again before you can send it.

This seems to be tediously time consuming!

A direct link to "contact" from the invoice screen and then a "save & return to invoice" option on the contact screen would save heaps of time.

MYOB Moderator Steven_M
2,000 Posts
MYOB Moderator

Hi @Gateman


Thank you for your idea in regards to MYOB Essentials and selecting customer details from the invoice.

Currently you would need to go to the Contacts>>View Contacts or Sales>>Invoices and select the Customer name for the relevant invoice. I would encourage other users that would like to see the option for updating/viewing the card directly from the Invoice window to vote and comment if required for this idea.

5 Posts

+1, this is pretty basic human interface stuff.

2 Posts

it would be so much easier to go access the customer card directly from the invoice, like in AR Premier, instead of going to the contact list.  This would save us a lot of time

MYOB Moderator Steven_M
2,000 Posts
MYOB Moderator

 Hi @Brush_Turkey


Thank you for your sharing your feedback

Along with commenting for an idea on the MYOB Essentials Idea Exchange you can show your support by voting. To vote for an idea select the + VOTE button to the left of the idea's name.