Change of customer
The ability to change a customer on a recorded tax invoice. Rather than delete and re-create the whole document, a change of customer function would reduce duplicating work loads and save a lot of time. For example: Sarah Smith has arranged work to be completed at a property, however upon receiving the tax invoice she has advised the property is in her parents name and the tax invoice needs to be made out to them. Alternative example: after completing work for Bob the builder, and invoicing Bob's Building, he has advised the work was for his personal property and needs to be addressed to Bob Bloggs.17Views0likes1CommentAbility to Choose Multiple/Different Contacts Within The Same Organisation
Please add the feature/ability to be able to select different contact names (like a drop down menu) from the same company so as to be able to send, say a quote or invoice, to the appropriate contact or department within the same organisation. We deal with a variety of contacts within the same organisation depending on the project and each project is overseen by different people and the quotes/invoices are approved by these managers before they are processed by their accounts. Different names and different email address and one or more at a time.Include customer phone number on invoices
Users would like the option to include their customers phone number and contact details on their invoice template and screen when entering invoices. This idea was originally posted 11 years ago with a total of 24 votes and 11 comments.118Views3likes5CommentsModification of Invoice templates in the browser version of AccountRight
It would be really nice if ALL the functionality of the desktop version of AccountRight was available in the browser version. For example: invoice templates cannot be modified in the browser version. Neither can a modified invoice template be selected as a default invoice template. Quite a few reports are not available in the browser version, and many of the ones that are available cannot be modified in the same way. The browser version of AccountRight is very much a dumbed-down version.151Views6likes9CommentsSales/service dates
I would like to be able to add a service date to my invoices, so I can do once a week billing. NDIS require a date service was supplied and MYOB does not have that function. this means I have to do a seperate invoice for every service I provide. Even if that’s 7 services in a week for same client!256Views7likes13Comments