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

MYOB Essentials

Contact details on invoice screen

Erictrician

8Posts

65Kudos

0Solutions

8 Posts
User

On existing invoices, it would be nice to be able to see the primary contact and their phone number on the invoice screen.

 

If i'm to look at overdue invoices, click on a particular invoice that needs chasing up, i have to leave the invoice, go to contacts->view contacts, find the contact for the invoice in question and go into it to find the phone number.

 

This could be streamlined so that i can see the primary contact with their phone number so i can call directly from the invoice screen.

Current Status: Open
Last Changed: March 2015

Thanks for your suggestion @Erictrician  I can certainly see how having the contact information visible on the invoice screen would make it easier to contact your clients. Anyone who would like to see this in a future update, please cast your vote here.

Another user has raised a suggestion to be able to click into contacts from within recorded invoices. This may also be of interest to you, and you can vote for it here.

3 Comments
MYOB Moderator Liam_M
3,488 Posts
MYOB Moderator

Thanks for your suggestion @Erictrician  I can certainly see how having the contact information visible on the invoice screen would make it easier to contact your clients. Anyone who would like to see this in a future update, please cast your vote here.

Another user has raised a suggestion to be able to click into contacts from within recorded invoices. This may also be of interest to you, and you can vote for it here.

Experienced User JillS
42 Posts
Experienced User

 Hi

 

While waiting for  essentials will address how to record contact with aging debtors, in the meantime I record phone numbers, conversations, dates of re-sent invoices etc in the notes box on the actual invoice.  (You would have to cut to re-send to a customer, then paste back - or maybe you would like them to see a trail of chasing up!)

 

Just a suggestion

 

Jill

MYOB Moderator CloverQ
6,805 Posts
MYOB Moderator

Thank you very much for your suggestion @JillS

 

Currently you can write notes in the Notes field in each customer contact, however I agree having a separate self note section in each invoice would be handy.

 

I have shared your feedback with the relevant team.