Reports: Customer Payments
Just wondering if there is a possibility of MYOB having the ability to produce a report for Debtor payments similiar to the Supplier payment history report? I would like a report to give me payment date, the amount paid by the customer and the invoices that were offset with this payment. "Payment Listing"4.8KViews17likes7CommentsReports: Sales margin based on customer
Hi, May I suggest that a report be developed to enable easy analysis of margin by customer. No doubt many MYOB clients who deal with multiple customers and sell a range of products would welcome this addition. I come from larger business and are used to having a system that can provide this information in many forms, but to find that it cannot be run at all in MYOB is surprising. One of the first things ALL inventory type businesses need to know is how much is being made on each customer, otherwise how do you have any hope of knowing which customers are the least and most profitable, and more importantly how to manage this. Thanks "Customer margin report"4.7KViews9likes6CommentsSales: Add customer from Invoice window
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"4.4KViews5likes5CommentsAutomatic discounting for customers
Hi All, Sorry if this has been asked and answered before, but i am trying to understand the product discounting. Is there a way that I can set up multiple discounts for our products, and then allocated those discounts automatically to different customers? For example, we automatically give a 30% Discount to Customer 1 on all purchases for Product Category A, currently we are manually populating this on their invoices. Is there a way to set this up automatically? Ideally, we would like to set up 5 discounts ranging from 10% to 50% and then allocate those discounts to different customers so their invoicing can be completed faster. Thanks for your time and help.312Views0likes0Comments