Please bring back the Invocie customisation., Allow the clients to play with what colummns they want or not. GIve them mor eoptions to customise.
Brign back the Notes saved for all invoices.
"Invoices"
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After the upgrade on Essentials it has become quite a process just to print an invoice.
Before the upgrade we had a print button on the create invoice page which was easy, now we need to "View PFD" then click on another link which takes us to an online invoice which then allows for printing.
That is ridiculus. Then when you do print it, it has a "veiw your invoice online, click here to veiw on the printed version.
This is clearly a problem that needs to be fixed.
"'TO DIFFICULT TO PRINT AN INVOICE"
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We have multiple people putting in invoices and sometimes we end up with multiple invoices with the same invoice number, could there be a check or a reservation of invoice number made to stop this happening.
"Check for duplicate invoice numbers"
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Our customers don't use Purchase orders so we have no purpose having the field displayed. Additionally the Customers column is so narrow you can't read the name of the customer. So if you are going down a list of invoices for a period of time matching up to our manifest, we can't read enough of the name, so we have to open every invoice to see who it is for, which is a complete waste of time since if the column was able to be wider we would be able to just read the name.
Widening the entire screen would also be great but even just being able to adjust the columns would be a massive improvement.
"Invoices: Allow the Customers column to be wider and hide the PO number"
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Please add the ability to add a custom column to invoices. I would like to be able to display a discount column so that customers can see what discount I have applied to certain items.
"Add Columns to Invoice"
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My Myob essentials have been upgraded can you please put back the NOTES on the description when you allocate a transaction, it is so unfair not to have that anymore!! PLEASE
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I'm looking for an update that will add the project information to your invoice.
This would allow your customer with multiple jobs to clearly understand which project the invoice belongs to.
We assign task, clients and job in the MYOB data, and assign these in the invoice fields but they do not appear on the printed invoice.
Really need a fix for this ASAP.
Would also Like to see more flexibility & set templates options for invoices so we don't issue boring accounting like invoices!
"Job details on Invoices"
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Hi,
Apparently MYOB Essentials used to have the option to print multiple or several invoices at once however no longer has this option. I think it would be extremely handy to bring this option back...certainly for my business it would save me a lot of time!
"Print Multiple or Several Invoices at Once on MYOB Essentials"
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I have noticed that the column widths on invoices are wider than they need to be. This includes columns: Units, Unit Price, Tax Type and Amount. The tax type column only requires 3 characters, however it appears to be at least 10 characters wide. If you make each column the required width, this gives us more space in the description column.\
"Invoice Column Widths in Essentials"
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It would be great if I could complete an invocie, but schedule the sending of this invoice in the future, rather than Save and remember/diarise to come back in and send.
Scenario where this is applicable is when submitting regular invoices for ongoing labour engagement, and need to submit to employing party on a specific day each period.
"Enable an invoice to be scheduled for delivery (i.e. email)"
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It would be fantastic to be able to simply create a Credit Note, without having to create a second invoice.
I have customers that pay by card so there's a cared processing fee that is deducted. This means that the amount received to the account to code doesn't match the invoice amount. Instead of creating a second invoice as a 'customer return', it would be great to be simply able to create a credit note, just like in the older version. \
"Sales: Credit Note"
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When converting an quote to an invoice it keeps the issue date the same as when the quote was made, hoever on the old MYOB it freshed the invoice with todays date. Please change it back to do this. It was also be handy of it gave the invoice the same quote number not a new one when converting it to an invoice.
"Quoting & Invoicing"
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Can you please consider allowing for the current window to remain open until you exit back out the "home" screen.
ie: When I want to do multiple, different customer payments I need to select SALES>TAKE PAYMENTS after every single customer.
"Reatin the current window you're working in"
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I'm a new user to MYOB and have the new version of MYOB Essentials. When creating an invoice it would be great if I could attach my own document to the invoice, a document not to be sent to the client, just retained on the customer file.
"Create Invoice"
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You should have a feature in Essentials for when a customer overpays, the additional amount can be applied to their next invoice easily. At present there is no function to process an overpayment except to change the invoice amount temporarily so that the payment can be allocated, then you have to change the invoice back to the original amount.
It would be handy to have a facilty that stores the amount of credit owing to a customer and asks if you want to apply it when the next invoice is generated.
"Customer in credit"
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Can MYOB Essentials provide more Invoice Layout Options? For those of us who need to add quite a lot of text, for each line, the layout doesn't really work (ie. it doesn't present nicely on the print out).
"Invoice Layout Options"
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Hi,
In Styling & Themes:
Firstly, it would be very useful if there was an option in the invoicing header to select the postal address as part of the business details. As a sole trader, I do not want my home address on the invoice headers, just the postal address.
Secondly, it would be useful to be able to select the logo to appear in the middle of the invoice header (without business details).
Thanks in advance,
J.
"Invoice settings - Styling and Themes"
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Original Subject: how to pay changes on invoices
It seems recently there has been a change to the style of the how to pay section on an invoice. The font is now very small and makes details difficult to read.
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Please change the quotes so you can insert a blank line and insert a transaction line as you can do when doing a sales invoice.
Regards
Teresa
MYOB Diamond Partner
"MYOB Business / Essentials Quotes insert blank line & insert transaction line"
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