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

MYOB Essentials

Edit contact button or link to Contacts from Invoice Screen

Experienced Cover User

19Posts

12Kudos

1Solutions

19 Posts
Experienced Cover User
Australia

Be able to click on a "Edit contact" button from a saved invoice

 

 

A link provided to go to Edit Mr ABCD's contact screen 

 

Or when creating invoice instead of just  +ADD CUSTOMER appearing  option to +EDIT CUSTOMBER is available.

 

 

 

 

 

Current Status: Open
Last Changed: October 2014

Thank you for the suggestion @Majic. Anyone else who would like the ability to edit contacts from within invoices, please cast your vote here.

4 Comments
Experienced Cover User
19 Posts
Experienced Cover User

 

Be able to view a summary of Invoice history from Home>Contact>Edit Contact screen

 

Possibly a drop down box,  which you can then click on the related invoice if you choose to and view it

 

 

MYOB Moderator
3,488 Posts
MYOB Moderator

Thanks for the excellent suggestion @Majic It would certainly be useful to see invoice history in through the contact screen. Anyone else who would like to see this, please cast your vote here.

In the meantime, you can see all invoices to a specific customer by going to sales, clicking invoices and then typing the contact name in the search field.

MYOB Moderator
3,488 Posts
MYOB Moderator

Thank you for the suggestion @Majic. Anyone else who would like the ability to edit contacts from within invoices, please cast your vote here.

1 Post
User

I offten creat a contact and then have to go to invoices - create - and find them again.

 

instead, like in the app, can we have a button to invoice the customer directly from contacts. 

 

It seems so obvious I can't belive it is'nt done already.