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MYOB Essentials: how to add name to Email Invoice for Company contacts?

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professormac
Experienced User
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MYOB Essentials: how to add name to Email Invoice for Company contacts?

In the new MYOB Essentials, if I Email Invoice for a Individual contact, their name is included in the email message (see attached image).

 

However, if I Email Invoice for a Company contact, their name is omitted from the email message (see attached image).

 

How can I rectify this, and which field in the Contacts editor is used for this purpose?

 

Many thanks!

 

Greg

Screen_Shot_2023-04-02_at_9_18_56_am.jpg
Screen_Shot_2023-04-02_at_9_19_15_am.jpg
1 REPLY 1
Earl_HD
MYOB Moderator
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MYOB Moderator
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Re: MYOB Essentials: how to add name to Email Invoice for Company contacts?

Hi @professormac 


Thank you so much for your post. To edit or customize invoice in Essentials click the Business Name > Invoice and quote settings >  Default email text.

This help article will give you more information to Set up default emails.


Regards,
Earl.

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