Multiple shipping addresses for one customer
I have just had my file migrated from AccountRight to BusinessPro and am disappointed to realise that I am unable to do several of the things that I have previously done on a daily basis. One of these is multiple shipping addresses for one customer. I need to charge/invoice the head office of a chain of stores that I supply for all of the product that I send to their numerous stores, but I need the shipping address on the invoice to show the store that received the product. i.e. there are many different shipping addresses, but all billed to one account. In Accountright I was able to do this by selecting the head office as the customer, and then choosing "another card" as the billing or shipping address - (all of the stores had their own cards)- and this way the relevant store's details ended up on the invoices, but all invoices for all stores were charged to the single account of the head office. I have just changed to Business Pro and there doesn't appear to be a way in this software to choose "another card" for a shipping/billing address. It would be great if this function could be added. P.S. When I was looking for a solution in the community forum, I did see that this issue had been raised a couple of years ago. IDo NOT include Online Payments by default with Secure Invoicing.
Upgrading to Secure Invoicing should not be connected by default to Online Invoice Payments. These two things should be separate. For MYOB users to continue emailing Invoices requires the mandatory upgrade to Secure Invoicing - fine. But it SHOULD NOT cause the activation of Online Invoice Payments by default. And the option to "not allow" isn't working universally. Until that flaw is completely fixed, Online Invoice Payments must be separate from Secure Invoicing upgrades.
Adding Bank Details Payment Option to MYOB Online Payment Link
I have had a number of our customers complain that when we email their tax invoice and they receive the MYOB Online Payment link, it only shows here the Payment Options of G Pay, Pay Pal, Credit Card or BPay. The customer is not realising that they have to click on View Invoice to open our invoice fully to view our bank account details. Can we have our bank details added to the other payment options, so all payment options are clearly visible/accessible for our customers upon opening their email link. The link gives the payment options (minus our bank account details) and also shows the invoice summary, many customers are not opening their invoice fully and not finding our bank account details easily. Many thanks
Changing Order of Line Items in Quotes
When we are creating a quote, we add all the line items, then if we would like to change the order before we send it, we have to delete the items and add them again in the new order rather than just dragging the line item into the new position like we can do when creating invoices. I would like to be able to change the order of the line items on quotes in myob.
