Adding trading name to invoices and receipts
Hi, When a customer receives an invoice or a payment receipt from us, we can edit the email text, but the problem we have is that the top part of the email lists our Company Name but not our Trading Name. E.g. INV-00012345 for $35.20 from ABC Nominees Pty Ltd. We want either: INV-00012345 for $35.20 from ABC Nominees Pty Ltd trading as Acme Studios. or INV-00012345 for $35.20 from Acme Studios. I can see it is using the Company name in the settings, but this changes out company file name and we'd prefer not to do that. Any tips or fixes here?
Invoices are missing
Hello, Today I have noticed that all my invoices for the last 3 years have disappeared except for 4 for 2 different customers but these weren't even the latest ones for those customers. This was when trying to use the search function on the invoice screen. I tried to find the invoices via the Sales report but couldn't see any but the 4 there. What was really strange in the report screen is that it gave me a filter option for a customer or an employee & when I checked what was set for employees, some of them were listed as a search option. I can find some invoices via the Profit & Loss report, but not all of them. I created a new invoice & that has disappeared from the invoice list as well. Not happy! I've cleared my browser cache several times & even restarted my machine so please don't suggest those as a resolution. I also ensured my browser version was up to date (Chrome) - it was. As a last resort I logged into MYOB using Edge & can now see the missing invoices except for the 1 I just created! I'm not keen on using Edge so it would be great if you could look into the Chrome issue please. fyi - the invoice I created in Chrome could only be seen in Edge if I searched via the invoice number. It would not appear otherwise. Thanks NickyInvoice paid by wrong client
We manage an Owners Corporation which we issue the invoices from MYOB to the individual clients we manage through our R/E business. The invoices are paid from the rental funds back to the OC. I have accidentally paid an invoice meant for one client, from another clients funds. I have refunded the client from the bank account, and also created a sales return (credit) for the refund. I have also deleted the payment from the invoice that is now outstanding, but now my bank rec is out by that much. How do I apply the credit/refund for the client to the payment that was received so the invoice still remains outstanding for the other (correct) client?
Changes to Improve Invoicing
Change 1 - Default Payment Options Do Not Save For Recurring Invoices When you set up a recurring invoice there is no option to choose the customers default online "payment options" which means that once the recurring invoice is set up; every time the invoice must be sent out you must manually go into their invoice and change the online payment preferences so that the customer must pay the surcharge instead of the business. Which gets rather irritating when you have dozens of invoices to send. Change 2 - Bulk Delete Of Unnecessary Invoices With recurring invoices that pop up but there was no work completed that week, the invoices need to be deleted. Now there is a feature to select multiple invoices however the only option once they have been selected is to "Email" them or to "print PDF" them. If there was also a delete button there it would make my life a whole lot easier when having to get rid of invoices.
Matching Bank Transactions to Invoices and Activity Statements
Our MYOB Business is set up for a club. We have members (contacts/customers) and suppliers. We have annual /monthly fees. We have functions and sales from bar. What I would like to do is match a banking transaction with a invoice and contacts activity statement. When I go through the process of linking a contact to a banking transaction, it does not appear on the activity statement or the invoices. I have also attempted to match transactions to Invoices. This also does not work - while I get the "success" advice - the only item that remains matched is the banking transaction, which again still has not appeared on the contacts activity statement. If I MANUALLY record a payment - it works. We got MYOB so there was NO MORE MANUAL ENTRIES for $transactions. I have searched the forum / guidance / help videos and I think we are doing everything correctly... See file attached Please help.
Request for Clarification on Business Verification and Personal Information Requirements
I am seeking clarification regarding the recent business verification request, which appears to require excessive personal information. We do not use your online payment services and only use MYOB for invoicing and bookkeeping. Identity verification should be the responsibility of the ATO, and providing a valid ABN ought to be sufficient. We take privacy seriously and aim to comply fully while avoiding unnecessary exposure of personal information. Could you please specify under which law or regulation MYOB is authorised to collect personal details of all shareholders, rather than just key officers or directors? Additionally, I would appreciate details on how MYOB safeguards the security and privacy of this sensitive data. While committed to complying with all legal requirements, we seek to understand the basis and justification for this level of data collection. Thank you for your prompt attention to this matter.
ALL Invoices Not Showing
Hi all, For the past three days, I have been trying to view all, in progress and completed Invoices. Nothing is showing. So to confirm I am on a desktop, I go to sales in the menu on the left and click invoice. No matter what I do with the menu tabs across the top, I can not get any invoices to show. Currently, I have it set to all and the date range for this entire financial year and nothing shows. Can anyone help? I figured it is something wrong with the software, but after three days I thought it would be fixed. Thanks.
