Allow customers to electronically accept quotes and provide PO details
Currently, MYOB allows us to send quotes to customers, but there does not appear to be a simple way for the customer to electronically accept the quote. It would be very useful if customers could open the quote and formally accept it online. This would reduce double handling, remove the need to manually track quote acceptance, and make the quote approval process clearer for both the business and the customer. In some cases, we also require a customer purchase order before work can proceed. It would be helpful if, when accepting the quote, the customer could enter a PO number and optionally add comments or notes. Suggested fields/actions: Accept quote button PO number field Optional customer comments field Confirmation timestamp showing when the quote was accepted This would make quote acceptance more efficient, reduce admin overhead, and create a cleaner audit trail.Searching customers/contacts
Can we please increase the search criteria for contacts to include address and phone numbers, I don't always remember a customers name but usually always remember the address or suburb. Sometimes I like to lookup a previous job I have charged and I usually remember the address before their name, being a serviced base business as I am.
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. I
How to change Customer Credit Terms on Statement Template
HI, I need to set up the Customer Statements in MYOB Business Pro to reflect a 14 day Account Credit term, instead of the normal 30 day account term, which is how the statements are set up, so that when we send out invoices with a due date 14 days from the date of issue, this is reflected in the statements which are sent every 14 days. Currently, statements only separate due dates on a 30-day turnover, which is confusing our customers, who need to know that their invoices are overdue after 14 days and not after 30 days. This is causing huge problems, as customers are not paying overdue invoices, as they do not appear as overdue on the Statements that are sent out every 2 weeks. Does anyone know how I can change the Customer Statement Template to record the 14-day overdue date, then 28 days overdue, etc., so that my customers can easily see which invoices need paying. Any input would be greatly appreciated
