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

MYOB Essentials

Sales: Add customer from Invoice window

Partner

2,107Posts

1,562Kudos

412Solutions

2,107 Posts
Partner
Australia

Hi,

 

While creating an invoice, if you select the option to add a new customer, the system defaults to Business customers and does not allow you to change the customer to an Individual.

 

For my client who deals mainly with individuals, this is very time consuming and frustrating.

 

Could you please add this to the list of fixes for Essentials.

 

Thanks,

 

Alan

 

"Need to be able to add new individual customers during invoicing"

Current Status: Done
Last Changed: March 2015

You may have already noticed, the option to create an individual customer while creating an invoice has now been implemented in Essentials Accounting. Thank you all for your votes and comments.

5 Comments
Community Manager
5,964 Posts
Community Manager
Thank you for your post, Alan. I have moved it to our Essentials Idea Exchange board and have passed on your feedback regarding being able to choose between Business and Individual when creating a new card from the Create Invoice window. We request others who would like this ability to please vote and add comments to this post.
Experienced Cover User
113 Posts
Experienced Cover User
Why can't we add a new individual customer when we are in "invoices" only business customers. Further, why can't we have full useability when adding a new business customer. We can only add basic information but can't add email address etc.
Experienced Cover User
19 Posts
Experienced Cover User

This option would certainly suit our business a great deal better as we are the service provider and I would say 95% of our Invoices issued are for New Individuals!!!

 

 

MYOB Product Manager
15 Posts
MYOB Product Manager
 
MYOB Moderator
7,856 Posts
MYOB Moderator

You may have already noticed, the option to create an individual customer while creating an invoice has now been implemented in Essentials Accounting. Thank you all for your votes and comments.